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

July 2024

Oasis Management becomes major shareholder of Kobayashi Pharmaceutical

The Nikkei

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23

July 2024

‘The Amazon effect’ reaches Japanese healthcare sector: Welcia and others begin selling prescription drugs online – A turning point in the narrowing down and reorganization of Japanese drugstores

The Nikkei

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19

July 2024

Kao Corporation opens KATE flagship store in Shibuya, featuring low-priced cosmetics for young consumers: The company’s first directly managed store amid move to consolidate brands

The Nikkei

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15

July 2024

Japan’s Taisho Pharma faces claim over buyout price from Curi RMB, Oasis

Nikkei Asia

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12

July 2024

Oasis Management proposes dismissal of Kusuri no Aoki’s president, sues top executives for compensation

The Nikkei

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12

July 2024

Oasis takes larger bite of sandwich maker Greencore

Financial Times

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12

July 2024

Activist investor Oasis sues top executives of Japan’s Kusuri No Aoki

Reuters

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10

July 2024

Record number of activist proposals call for management-related changes rather than dividend increases

The Nikkei

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08

July 2024

Hokuetsu Corporation president just barely reappointed: Ongoing reorganization creates opening for activist to intervene

Nikkei Business

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05

July 2024

Oasis Management founder says Japan asset managers are activists’ ‘strongest allies’ amid increasing support

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04

July 2024

38% of shareholders were in favor of Oasis Management’s proposal to dismiss Hokuestu President Sekio Kishimoto

The Nikkei

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04

July 2024

Japan asset managers back corporate governance push, Oasis founder says

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02

July 2024

Corporations bid farewell to idle cash: Recruit Co., Ltd. reduces sleeping assets by ¥1 trillion

The Nikkei

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01

July 2024

Oasis Management releases statement to Ain Holdings ahead of July AGM

Nihon Securities Journal

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29

June 2024

Oasis Management opposes appointment of Ain Holdings’ outside director candidate, cites potential bid obstruction

Hokkaido Shimbun

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28

June 2024

Oasis Management opposes appointment of Seven-Eleven’s vice president as board member of Ain Holdings

The Nikkei

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28

June 2024

AGM season [in Japan] reaches peak: Companies’ top executives face increasing scrutiny and low appointment approval rate in the 60% range amid issues surrounding capital efficiency and business misconduct

The Nikkei

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28

June 2024

A record high of 91 companies received shareholder proposals this year: AGMs of 670 companies reach peak, decentralization expected to advance

Sankei Shimbun

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28

June 2024

Activist investor Oasis launches campaign against Japan drug store chain Ain

Reuters

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19

June 2024

Stocks to watch in July: AIN HD, Japan’s largest pharmacy operator, shaken by executive conviction and activist shareholders amid rapid growth resulting from new location strategy – Rest of pharmacy industry revels in Ain’s misfortune

FACTA

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16

June 2024

Reduction of cross-shareholdings, disappearing stable shareholders, management teams under pressure – Focal points of the 2024 AGM season

The Nikkei

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10

June 2024

Daio Kaiun supports proposal to dismiss Hokuetsu Corporation President Sekio Kishimoto

The Nikkei

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06

June 2024

At least 90 listed Japanese companies have received shareholder proposals ahead of AGM season

NHK News Web

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05

June 2024

Hong Kong-based Oasis Management calls for dismissal of some Ain Holdings directors ahead of company’s AGM

Hokkaido Shimbun

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03

June 2024

Special Feature – A new era for individual shareholders: Activist fund Oasis Management’s momentum may continue for another 24 years following drugstore and dispensing pharmacy industry restructuring debacle

Weekly Economist

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03

June 2024

Tsuruha’s reliance on Aeon Co. to realize ‘strongest alliance:’ Were the activists right all along?

IT Media Business Online

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27

May 2024

Activists becoming more active as June AGMs approach… Are ‘activist stocks’ a good buy? (summary translation)

Nikkan Gendai

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26

May 2024

Japanese stocks: ‘External pressure’ is a catalyst – Focus of activist arguments shift from returns to earning power (summary translation)

The Nikkei

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24

May 2024

Japan companies hog the spotlight as hedge funds tout their top Asia picks

Reuters

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24

May 2024

Oasis’s Fischer Sees 70% Upside if Kobayashi Pharma Engages with Oasis

Bloomberg TV

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