Ahead of annual shareholder meetings later this month, Japanese companies are facing a record number of shareholder proposals from activist investors, with some demanding the removal of top executives.
https://www.japantimes.co.jp/business/2026/06/09/companies/record-shareholder-proposals/?utm_medium=Social&utm_source=mastodon #business #companies #investments #oasismanagement #kyocera #assetvalue #nomura
Japanese firms see record number of shareholder proposals from activist investors
As of Friday, institutional investors had submitted 139 proposals to 51 Japanese companies, up from 137 the previous year, according to Mitsubishi UFJ Trust and Banking.
The Japan TimesThe government and LDP suggest limiting shareholder proposals to those holding at least 1% of voting rights, up from 300, but activist fund Oasis says most such proposals are submitted by investors holding over 1%.
https://www.japantimes.co.jp/business/2026/05/28/economy/oasis-japan-shareholder-proposals-hurt-investors/?utm_medium=Social&utm_source=mastodon #business #economy #oasismanagement #sethfischer #investments
Curb on shareholder rights will hurt retail investors not activists, says Oasis
The government and LDP suggest limiting shareholder proposals to those holding at least 1% of voting rights, up from the current threshold of 300.
The Japan TimesActivist 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
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
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
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 TimesHong 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 TimesHong 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 TimesShares 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
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