Oasis in the news

Any examples of strategies, trade ideas, or case studies are intended for illustrative and discussion purposes only, and are not necessarily indicative of the historical or future strategy or performance or the chances of success of any particular strategy. There can be no assurance that investment opportunities described herein will become available in the future. It should not be assumed that any investments described by any models would be profitable if implemented because among other things, assumptions described herein may not materialize. Any specific investments or case studies referenced in this presentation were selected for inclusion herein based on objective, non-performance based criteria solely for the purpose of describing the investment processes and analyses used by Oasis to evaluate such investments. A list of historical investments – including investments that lost money — can be made available upon request. As always, past performance is not necessarily indicative of future results.

04

December 2024

Oasis petitions Kobayashi Pharma to sue executives for $67m

Nikkei Asia

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02

December 2024

[Japanese] companies lose ‘armor’ amid activists’ offensive stance: Toyota and its group companies become targets – Capital disturbances: Expansion of activists (Part 1) (summary translation)

The Nikkei

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28

November 2024

Management reforms to be pushed on Mercari… Hong Kong fund becomes major shareholder (summary translation)

Nikkan Gendai

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15

November 2024

Nissan’s share price temporarily up 7% amid speculation of new activist ownership (summary translation)

The Nikkei

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14

November 2024

Oasis Management increases stake in NESIC to 11.68% (summary translation)

The Nikkei

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14

November 2024

Nissan shares surge after report that activist investor Oasis has stake

Reuters

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14

November 2024

Nissan Pressure Grows with Second Activist Reported to Buy Stake

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13

November 2024

Oasis Management revealed to have over-5% stake in Mercari (summary translation)

The Nikkei

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07

November 2024

Activist investor Oasis buys 5% stake in Japan stationery maker Kokuyo

Nikkei Asia

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05

November 2024

Oasis Management increases stake in Digital Garage (summary translation) 

Kabushiki Shimbun

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31

October 2024

Fujitec considers sale, in talks with several funds including Sweden-based EQT AB, reports FT (summary translation)

Reuters

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31

October 2024

Ex-FamilyMart minority shareholders secure another landmark win over Itochu buyout

Reuters

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31

October 2024

Investment fund proposes Fujitec takeover… following founding family chairman being forced out last year (summary translation)

Yomiuri Shimbun

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30

October 2024

Japanese lift maker Fujitec explores sale to private equity

Financial Times

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29

October 2024

Genealogy of Top Management (#178): Fujitec – Improving corporate governance, strengthening overseas business (summary translation)

The Daily Industrial News

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21

October 2024

DIC Corporation’s stock price rebounds for first time in five days following reveal of Oasis Management’s increased stake (summary translation)

The Nikkei

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07

October 2024

Kokuyo Co., Ltd.’s share price temporarily up 13% following reveal of Oasis Management’s 5% stake (summary translation)

The Nikkei

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03

October 2024

Rothkos and a Picasso Join List of Activist Targets in Japan

Bloomberg

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25

September 2024

Why the TSE can’t force companies to delist even amidst an overabundance of listed corporations in Japan (summary translation)

Business Insider Japan

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25

September 2024

There is no future for companies that consider activists ‘a nuisance:’ How to turn crises into opportunities through dialogue

ITmedia

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24

September 2024

How far will Oasis’s impact on the Japanese drugstore industry go?

The Nikkei

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20

September 2024

Hulic’s ¥173.5 billion investment in a Japanese real estate company marks its largest ever M&A: Examining the identity of Raysum Co., Ltd.

M&A Online

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18

September 2024

Mercari’s share price rises since beginning of the year amid expanding adoption of its Shops platform by local Japanese governments and municipalities

The Nikkei

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18

September 2024

Raysum’s share price reaches upper limit following news of Hulic’s takeover bid: Tender offer price more than 40% of record high [in 2001]

Nihon Securities Journal

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14

September 2024

Hulic acquires real estate sales company Raysum Co., Ltd. for ¥173.5 billion

The Nikkei

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11

September 2024

Seven & I Shareholder Oasis Critical Over Turning Down Approach

Bloomberg

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10

September 2024

Expectations grow for Zeon to further strengthen shareholder returns: The reveal of Oasis’s stake may be an additional stimulus

The Nikkei

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09

September 2024

Oasis Management discovered to have more than a 5% stake in Zeon Corporation

Kabushiki Shimbun

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09

September 2024

Seiren Co., Ltd. and Zeon Corporation’s share prices rise on the Tokyo Stock Exchange following revelation of Oasis Management’s large shareholding

The Nikkei

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07

September 2024

Oasis Management revealed to have a 6% stake in Seiren Co., Ltd.

The Nikkei

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