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Campaigns / Oasis Management → Hokuetsu Corporation
Oasis Management vs. Hokuetsu Corporation

Hokuetsu Corporation · 3865

1 deck published between 2021-10-26 and 2021-10-26 — 3 pages, 3 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. 2021-10-26 initial thesis

    2021 10 Oasis Statement on A Better Hokuetsu_20211026_JPN

    3pp · press_release

    Hokuetsu's 13-year CEO resists change as its paper business declines; selling Daio Paper cross-holdings and pivoting to biomass power can quadruple market cap to ¥533.9bn.