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Campaigns / Oasis Management → Digital Garage Inc.
Oasis Management vs. Digital Garage Inc.

Digital Garage Inc. · 4819 JT

2 decks published between 2022-12-21 and 2022-12-21 — 6 pages, 6 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-12-21 initial thesis

    2022 12 Oasis Statement on A Better Digital Garage_ENG

    3pp · press_release

    Digital Garage is missing Japan's cashless-payments wave; spinning off DG Financial Technology, divesting Kakaku, and refocusing management would nearly double the stock and lift profit before tax from JPY4.5bn to JPY11.4bn.

    N 4 V 2 C 1
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  2. 2022-12-21 initial thesis

    2022 12 Oasis Statement on A Better Digital Garage_JP

    3pp · press_release

    Digital Garage's fintech payments arm is starved by a distracted conglomerate; spinning off FinTech and dumping the Kakaku.com stake unlocks ~100% upside amid Japan's cashless boom.