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.

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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30

August 2024

Kobayashi Pharmaceuticals stock skyrockets following online report by Bunshun that the company will go private via MBO (summary translation)

DZH Nihonkabu News

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26

August 2024

Tsuruha gives in to Aeon – The [Japanese drugstore industry] is set to undergo a major reorganization (Part 1)

The Nikkei

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22

August 2024

Activists bullish on Japanese equities, looking for large-cap stocks to take advantage of sharp market drop

The Nikkei

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21

August 2024

Mercari’s share price rose significantly following emergence of Oasis Management as 6th largest shareholder with 3.96% stake

Nihon Securities Journal

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19

August 2024

Attention from Seven & i and the mystery of Ain Holdings’ ‘mind-blowing acquisition: A consequential AGM, and an even more bizarre decision to acquire Francfranc one month prior

FACTA

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17

August 2024

Takeover bid for SUNCORPORATION completed: U.S.-based investment fund to acquire 18% stake

The Nikkei

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09

August 2024

Kobayashi Pharmaceutical withdraws from benikoji supplement business: ‘The former chairman should be held accountable,’ says President Yamane

The Nikkei

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08

August 2024

P/B ratios of Hokkaido-based retailers in a slump: Ain Holdings among those that received shareholder proposals

The Nikkei

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05

August 2024

Digital Garage’s share price rebounded in latter half of the day following revelation of Oasis Management’s increased stake in the company from 12.5% to 15.42%

DZH Nihonkabu News

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04

August 2024

Activist shareholder holds more than 5% stake in Pasona Group

Nikkei Veritas

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03

August 2024

Results of Ain Holdings AGM disclosed: 31% opposed to the reappointment of Kiichi Otani as company’s president

Hokkaido Shimbun

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02

August 2024

July 2024 large shareholding reports: Hong Kong-based investment fund’s new stake in Kobayashi Pharmaceutical revealed – Company presidents of Kusuri no Aoki, Daikokuya, etc. reduce their shareholdings

M&A Online

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01

August 2024

Ain Holdings President Kiichi Otani’s approval rating drops to 68% at company’s AGM

Reuters

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31

July 2024

Revelations of activists’ large holdings drive share purchases: Heiwa Real Estate’s share price temporarily up 10%

The Nikkei

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30

July 2024

Hong Kong-based fund Oasis owns more than 5% of Pasona

The Nikkei

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29

July 2024

Ain AGM on July 30: Attention centers on company’s relationship with Seven & i

The Nikkei

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28

July 2024

Oasis Secures Proxy Advisor Support for Upcoming Ain AGM as Ain Fails to Address Governance & Transparency Concerns

Business Wire

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27

July 2024

Ain Holdings’ AGM: What will shareholders choose to do?

Hokkaido Shimbun

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25

July 2024

Kobayashi Pharmaceutical’s share price up by over 5% becomes top gainer following revelation of Oasis Management’s large shareholding

Reuters

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