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.

31

January 2024

Aeon Co. leads retail restructuring: industry to witness birth of drugstore coalition worth ¥2 trillion in annual sales amid [Aeon’s] acquisition of Tsuruha shares, increasing stake to more than 25%

The Nikkei

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30

January 2024

Aeon to increase its stake in Tsuruha to 26%, negotiating with Hong Kong fund to potentially create major alliance

Hokkaido Shimbun

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30

January 2024

Aeon to buy more Tsuruha shares, negotiating with fund in hopes of creating giant drugstore alliance

The Nikkei

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29

January 2024

Aeon negotiating to acquire shares in Tsuruha, which together with industry leader Welcia would bring total [annual] sales to more than 2 trillion yen… will there be an industry reorganization?

Yomiuri Shimbun

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29

January 2024

Aeon begins exclusive negotiations with Oasis for acquisitions of Tsuruha shares

Reuters

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29

January 2024

Japan’s Aeon in exclusive talks to buy Tsuruha stake from Oasis

Reuters

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26

January 2024

As China’s markets stumble, Japan rises toward record

New York Times

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24

January 2024

Activist shareholders triple presence in 5 years, following Japanese firms’ P/B ratio reforms

The Nikkei

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16

January 2024

Fujitec to announce new medium-term management plan in May, following management changes

The Nikkei

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04

January 2024

Tender offer for Itochu subsidiary causes another stir: Another chance for Oasis

Senkaku

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04

January 2024

Are the ‘black ships’ friend or foe? The companies entrusting activists to serve on their boards of directors

Asahi Shimbun

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29

December 2023

Kusuri no Aoki eyeing ¥500 billion yen in net sales by fiscal 2026

The Nikkei

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29

December 2023

Investment fund Oasis acquires 9.9% stake in Septeni

The Nikkei

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29

December 2023

: Investment fund Oasis holds 6.9% of DIC shares, looks to make key proposals

The Nikkei

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19

December 2023

Fujitec announces [results of] third-party investigation into allegations of improper transactions

Sankei Shimbun

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18

December 2023

Funds stirring at Lifenet: will the company’s financial turnaround invite calls for restructuring?

Nikkei Financial

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15

December 2023

Dai-ichi Life extends clever ‘bear hug takeover bid’ in battle for Benefit One

Nikkei Business

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12

December 2023

Issues raised by the Alps Alpine lawsuit by Oasis: Is it permissible to revise earnings forecasts downward and not disclose them?

MARR Online

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08

December 2023

Japan’s Tsuruha Draws Interest from Bain, Blackstone, KKR, Sources Say

Bloomberg

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05

December 2023

Drone manufacturer ACSL’s share price up 10% amid emergence of Hong Kong-based Oasis Management as largest shareholder

The Nikkei

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04

December 2023

Oasis becomes largest shareholder of drone developer ACSL with over 10% stake

The Nikkei

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29

November 2023

In Tokyo, being a listed company is losing its luster

Bloomberg Opinion

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27

November 2023

Top executives at activist firms AVI and Oasis: ‘The change in Japanese companies has been dramatic’

The Nikkei

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16

November 2023

Oasis could seek appraisal rights in Itochu CTC buyout -Oasis founder

Reuters

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16

November 2023

Oasis CIO comments on portfolio company Tsuruha Holdings: ‘I’m fine if the company privatizes’

Bloomberg

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15

November 2023

Funds begin bidding up to JPY600 for Tsuruha Holdings amid delisting considerations

Bloomberg

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14

November 2023

Japan’s Tsuruha mulls sale after proxy battle with Oasis, sources say

Bloomberg

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09

November 2023

Oasis acquisition of CTC shares becomes topic of discussion: Does the fund aim to replicate the past outcome of FamilyMart’s tender offer?

Nihon Securities Journal

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08

November 2023

Oasis holds 6% of CTC shares as Itochu plans to make it a wholly owned subsidiary

The Nikkei

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07

November 2023

Activists have abandoned their ‘guns blazing’ approach to prioritize dialogue: Focus on high dividends and stock buybacks a thing of the past

Toyo Keizai

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