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.

30

October 2023

Pizza Express hires Goldman after proposal to take slice of Wagamama-owner

Sky News

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30

October 2023

Pizza Express adds twist to Wagamama Miz

Bloomberg Opinion

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26

October 2023

Pizza Express owner considers offer for UK rival TRG

Financial Times

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26

October 2023

Pizza Express owner eyes Wagamama

The Times

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26

October 2023

Wagamama parent gets offer feelers from Pizza Express owner

Reuters

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26

October 2023

Pizza Express mulls bid for Wagamama owner

Evening Standard

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15

October 2023

Monex share price reaches a high while leaving Oasis Management disappointed

Nihon Securities Journal

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15

October 2023

Monex set to sell core business to Docomo in unique M&A

The Nikkei

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05

October 2023

Toyo Seikan Group to accelerate share buybacks, break free of ultra-low P/B ratio while considering unrealized gains

Nihon Securities Journal

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26

September 2023

: Wagamama’s Activist Menu is Gaining Traction

Bloomberg

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20

September 2023

Fujitec president says during inaugural press conference that he’s eager for dialogue with activist shareholders

Sankei Shimbun

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19

September 2023

Fujitec president says uproar between investment fund and founding family was ‘a catalyst for change’

Jiji Press

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19

September 2023

Fujitec’s new president ‘breaks away from focus on founding family’

Nikkei

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12

September 2023

Restaurant Group’s £7.5m dowry to Chiquito buyer

The Times

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06

September 2023

Founding governance in the crosshairs: a need for those who understand the ‘public gaze’

Nikkei

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22

August 2023

The drugstore reshuffling: its Aeon’s move; a departure from loose alliances

Nikkei

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22

August 2023

Healthy opposition’ emerging in capital markets: an equilibrium of tensions between companies and shareholders

Nikkei

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20

August 2023

Inevitably, momentum behind the ‘siege of Tsuruha’ strengthens even amid consecutive investment fund defeats; key shareholder Aeon and continuing turbulence for [Tsuruha’s] founding family

Toyo Keizai

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17

August 2023

Aoki HD shareholders reject all five proposals made by Hong Kong investment fund

Yomiuri Shimbun

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17

August 2023

Drugstore industry to be consolidated into ‘3 groups;’ the reorganization epic being penned by ‘activists’

World Business Satellite (“WBS”), TV Tokyo

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16

August 2023

Shareholder Aeon not content with Tsuruha’s flawless victory; 2nd-ranked drugstore is at a critical juncture, even after shooting down investment fund’s proposals

Toyo Keizai

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11

August 2023

Tsuruha’s management team not out of the fire yet; fund’s proposals rejected at AGM but restructuring momentum gains momentum amid narrowing room for store openings

Nikkei

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11

August 2023

A discerning gaze falls on the influence of founding families: Tsuruha HD rejects ‘activist shareholder’s’ proposals in Hokkaido

Asahi Shimbun

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11

August 2023

: Tsuruha: Hong Kong fund’s proposals rejected at AGM; company proposals approved

Yomiuri Shimbun

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09

August 2023

Momentum behind drugstore re-reorganization, activist shareholders cause stir at Tsuruha

Nikkei

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06

August 2023

How do activist shareholders view the Japanese market? Stocks still cheap, still much to be done with corporate governance

Nikkei Veritas

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04

August 2023

What will happen at Tsuruha and Aoki? Governance and restructuring on the agenda at Aeon investees

Diamond Online

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02

August 2023

Aeon endorses Tsuruha’s proposed director appointments, heightening chances of approval at AGM

Hokkaido Shimbun

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27

July 2023

Shareholder meeting looms…. Will Tsuruha be able to survive the activist offensive?

Diamond

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26

July 2023

Tsuruha HD’s ‘founding families’ at crossroads amid investment fund’s shareholder proposals

Sunday Mainichi

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