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 complete list of historical investments can be made available upon request.

28

March 2025

Kobayashi Pharmaceutical (4967 JT)

At the March 28, 2025 AGM:

 

Vote AGAINST the appointment of the following incumbent Directors:

Mr. Akihiro Kobayashi

Mr. Yoshiro Katae

Mr. Yoshihito Ohta

Mr. Akio Takahashi

 

Learn more about the Oasis proposals for Kobayashi Pharmaceutical at www.KobayashiCorpGov.com.

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27

March 2025

DIC Corporation (3641 JT)

At the March 2025 AGM:

 

Vote FOR the Oasis shareholder proposal to amend the Articles of Incorporation to strengthen monitoring of related-party transactions

Vote AGAINST the re-election of Mr. Ino

 

Learn more about the Oasis proposals for DIC Corporation (3641 JT) at DICcorpgov.com

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21

March 2025

Kao Corporation (4452 JT)

Vote FOR Proposal 4: Appointment of five Outside Directors

4.1 Yannis Skoufalos, an FMCG Supply Chain Specialist
4.2 Martha Velando, a Beauty and Cosmetics Chief Marketing Officer
4.3 Lanchi Venator, a Consumer Goods Commercial Leader
4.4 Hugh Dineen, an FMCG Turnaround Strategist
4.5 Anja Lagodny, a Digital Transformation Leader

Vote FOR Proposal 5: Revision of Compensation for Outside Directors

Vote FOR Proposal 6: Grant of Restricted Stock Units (RSU) for Outside Directors

Vote FOR Proposal 7: Approval of the Equity Compensation Plan for Directors (Excluding Outside Directors)

 

Learn more about the Oasis proposals for Kao Corporation at www.abetterkao.com .

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28

January 2025

Kobayashi Corp Gov

www.kobayashicorpgov.com

View Website

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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