Activist Investor Oasis Management Eyes Kadokawa With 8.86% Stake

Oasis Management acquires major stake in FromSoftware parent company, challenging Sony's influence over anime and gaming assets.

The Daily Perspective
Activist fund Oasis Management is calling on Kao to convene an extraordinary general meeting, seeking an independent investigation into the Japanese company’s supply-chain risk management and internal control. https://www.japantimes.co.jp/business/2026/03/05/companies/acitivist-investor-oasis-pressure-kao/?utm_medium=Social&utm_source=mastodon #business #companies #oasismanagement #kao #investments #stocks
Activist fund Oasis calls on Kao to hold shareholders' meeting over supply-chain risks

The fund received numerous whistleblower allegations concerning Kao’s practices, including potential links to deforestation and human rights violations.

The Japan Times
Kusuri no Aoki, run by two brothers who are the sixth generation of the founding family, are fighting for control of the firm with their largest outside shareholders, Aeon and the activist fund Oasis Management. https://www.japantimes.co.jp/business/2026/02/16/companies/drugstore-kusuri-no-aoki-defense/?utm_medium=Social&utm_source=mastodon #business #companies #drugstores #kusurinoaokiholdings #aeon #oasismanagement #retailers #stocks #investments #corporategovernance
A family fights to keep control of 157-year-old firm in Japan

Kusuri no Aoki, run by two brothers, are fighting for control of the firm with their largest outside shareholders, Aeon and the activist fund Oasis Management.

The Japan Times
Activist fund Oasis Management says there is huge support from other investors for its proposal to shake up the board of Japanese cosmetics and chemical company Kao. https://www.japantimes.co.jp/business/2025/03/06/oasis-pushes-kabo-board-changes/?utm_medium=Social&utm_source=mastodon #business #kao #oasismanagement #investments #corporategovernance
Oasis says investors back its proposed board changes at Kao

Oasis, which holds a 5.2% stake in Kao, has presented five candidates to become outside directors of the company.

The Japan Times
Oasis Management plans to sue the former Kobayashi Pharmaceutical chairman and others over a health hazard scandal involving beni kōji rice supplements. https://www.japantimes.co.jp/news/2025/01/29/japan/crime-legal/oasis-management-sues-kobayashi-pharma-execs/?utm_medium=Social&utm_source=mastodon #japan #crimelegal #kobayashipharmaceutical #oasismanagement #pharmaceuticals #japanesecourts
Hong Kong fund to sue former Kobayashi Pharma execs

The fund will seek a total of roughly ¥11 billion in damages from former Chairman Kazumasa Kobayashi and six then-board directors.

The Japan Times
Hong Kong-based activist investor Oasis Management has increased its equity stake in Japan's Kobayashi Pharmaceutical, rocked by a high-profile health hazard scandal over its supplements containing red fermented rice. https://www.japantimes.co.jp/business/2024/12/26/companies/hong-kong-fund-kobayashi-pharma/?utm_medium=Social&utm_source=mastodon #business #companies #oasismanagement #kobayashipharmaceutical #investments
Hong Kong fund increases its stake in Kobayashi Pharmaceutical

Oasis Management said its stake in Kobayashi Pharmaceutical climbed to 10.1% from 7.5%.

The Japan Times
Hong Kong-based activist investor Oasis Management has revealed that it owns over 3% of Japan's Kao, days after claiming the cosmetics and skincare firm could boost its share price by 76% by streamlining and focusing on overseas marketing. https://www.japantimes.co.jp/business/2024/04/08/companies/oasis-stake-in-kao/ #business #companies #oasismanagement #kao #investments
Activist Oasis reveals 3% Kao stake in battle for change at Japan cosmetics firm

Kao is the world's second-largest cosmetics and sixth-largest personal care product firm by revenue.

The Japan Times
Shares in Japanese cosmetics and household products-maker Kao have risen after activist investor Oasis Management called on the firm to improve its business, saying the stock has the potential to rise by more than 70% from recent levels. https://www.japantimes.co.jp/business/2024/04/04/companies/oasis-urges-kao-improvement/ #business #companies #kao #investors #stocks #oasismanagement
Kao shares jump as activist investor Oasis calls for improved performance

Kao has 'significantly underperformed” its competitors in sales growth, margins, return on equity and stock performance, Oasis said in a statement.

The Japan Times
A fund manager who profited by buying Japanese trading companies years before Warren Buffett invested in them is now targeting a very domestic sector: drug store chains. https://www.japantimes.co.jp/business/2023/12/23/stocks-japan-drug-stores/?utm_content=bufferbc346&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #stocks #warrenbuffett #tsukasatokikuni #oasismanagement #orbisinvestmentmanagement #tsuruhaholdings
Fund that got in before Buffett now likes Japan drug stores

A top fund manager says there’s opportunity to profit from consolidation in the sector.

The Japan Times