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Text-only document with Oasis wordmark on the cover; no charts or sum-of-parts visual, though the argument is structured like a SOTP (FinTech spin + Investments remainco + Kakaku monetization). Signed quote from Seth Fischer (Founder/CIO). Japan Stewardship Code framing used to position the engagement as constructive. Classified as initial_thesis because the document explicitly 'announces' the campaign today, though Oasis notes engagement dating back to 2020.", "kpisCited": [ { "detail": "Oasis funds beneficially own 9.3% of Digital Garage", "metric": "Stake owned" }, { "detail": "32.5% today vs. government 80% target (METI)", "metric": "Japan cashless payments ratio" }, { "detail": "JPY23.0tr today growing to JPY33.8tr over next four years", "metric": "Payment service provider market size" }, { "detail": "DG 17% annually vs. market 18% vs. GMO PG 26%", "metric": "Revenue growth (3-yr)" }, { "detail": "DG 19.4x FY2 P/E vs. GMO PG 55.1x FY2 P/E", "metric": "Forward P/E" }, { "detail": "From JPY4.5bn today to JPY11.4bn in 2024 if plan implemented", "metric": "Profit before tax uplift" }, { "detail": "Post-tax value equals ~32% of DG's market cap", "metric": "Kakaku stake value" }, { "detail": "Nearly 100% upside from current price", "metric": "Stock upside" } ], "closingAsk": "Urge DG's Board to formally propose the spin-off at the next AGM, update investors by mid-March 2023, and fully divest Kakaku to return capital to shareholders.", "extraction": { "at": "2026-04-22 18:21:55+00", "model": "unknown-legacy", "runId": null, "seconds": 73.0109, "promptVersion": null }, "scqaReward": "Profit before tax rises from JPY4.5bn today to JPY11.4bn in 2024, with the Kakaku divestment unlocking a post-tax stake worth ~32% of market cap, delivering nearly 100% upside from the current stock price.", "thesisTypes": [ "breakup_spinoff", "capital_return", "governance_board", "management_change" ], "top3Reasons": [ "DG is growing 17% vs. GMO PG's 26% and trades at 19.4x vs. 55.1x P/E despite better product", "Splitting DG into FinTech spin-off and Investments unit captures Japan's shift to cashless payments", "Selling the Kakaku stake (post-tax ~32% of market cap) and returning capital unlocks ~100% upside" ], "scqaSituation": "Digital Garage is a Japanese payment service provider sitting on a once-in-a-generation opportunity as Japan's cashless payments ratio rises from 32.5% toward the government's 80% target and the market grows from JPY23.0tr to JPY33.8tr.", "thesisSummary": "Oasis, which owns 9.3% of Digital Garage (4819 JT), argues that DG's payment-service business is positioned to win from Japan's shift from 32.5% cashless toward the government's 80% target and a JPY23.0tr to JPY33.8tr market expansion, yet mismanagement has let it grow only 17% annually while rival GMO Payment Gateway grows 26% and trades at 55.1x versus DG's 19.4x forward P/E. To fix this, Oasis demands a tax-free spin-off of the Financial Technology and Marketing Technology segments as 'DG Financial Technology,' with the remainder run as 'DG Investments' focused on startup/VC, plus full divestment of the Kakaku stake (post-tax ~32% of market cap) and Chairman Kaoru Hayashi stepping down as Kakaku Chairman. If implemented, profit before tax would rise from JPY4.5bn to JPY11.4bn in 2024, delivering nearly 100% upside.", "primaryDemands": [ "Tax-free spin-off of Financial Technology and Marketing Technology segments to create DG Financial Technology", "Operate the remaining business as DG Investments with new dedicated management focused on startup/VC", "Fully divest DG's Kakaku.com stake and return proceeds to shareholders", "Chairman Kaoru Hayashi to step down as Chairman of Kakaku so he can focus on DG Financial Technology", "Board to formally propose the spin-off plan at the next AGM, with an investor update by mid-March 2023" ], "scqaResolution": "Spin off Financial Technology and Marketing Technology as a standalone 'DG Financial Technology,' run the rest as 'DG Investments' with new dedicated leadership, fully divest the Kakaku stake, and have Hayashi resign as Kakaku Chairman.", "thesisOneLiner": "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.", "precedentsCited": [], "scqaComplication": "DG is growing only 17% annually — in line with the market but well below competitor GMO Payment Gateway's 26% — because Chairman Kaoru Hayashi and management are distracted by Kakaku and other ventures, leaving DG trading at 19.4x versus GMO PG's 55.1x P/E.", "narrativeInterest": 4, "notableSlidePages": [ 1, 2 ], "peerCompaniesCited": [ "GMO Payment Gateway, Inc.", "Kakaku.com, Inc." ], "valuationFrameworks": [ "multiple_comparison", "sum_of_parts" ], "visualCraftInterest": 1 }, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "This is a formal press release document outlining an activist investor's proposal.", "function": "propose_solution", "imagePath": "https://imgproxy.kitesheet.com/LK6NU8tjN4NXb1O3Bpg9NLtuFLyS3S2JKcggc9oih0A/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNTBkMzU1ZTI3YTYvcDAwMS5wbmc", "rawType": "press-release", "block": null, "metadata": { "slideType": "press-release", "slideTypeCanon": null, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 8, "textChars": 1071, "nDataPoints": 4, "notes": "This is a formal press release document outlining an activist investor's proposal.", "elementsJson": [ "logo_grid", "headline_text", "bullet_list", "paragraph", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 20:55:50.658+00", "seconds": 2.963, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-622b-71dc-a6dd-4b946aa1859a/1", "deck": "/decks/019dd923-622b-71dc-a6dd-4b946aa1859a", "deckAnchor": "/decks/019dd923-622b-71dc-a6dd-4b946aa1859a#slide-1", "deckJson": "/decks/019dd923-622b-71dc-a6dd-4b946aa1859a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We believe our plan, if implemented, would increase the profit before tax from the current JPY4.5bn to JPY11.4bn in 2024, and result in nearly 100% upside from the current stock price.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-22 22:57:49+00", "model": "unknown-legacy", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-f5d3-71df-9935-b69143aec26a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.15, "y": 0.22 }, "kind": "list", "text": "Oasis launches campaign to transform Digital Garage into Japan’s leading payment service provider. 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Spin-off the Financial Technology and Marketing Technology segments to create DG Financial Technology; 2. Operate the remaining business as DG Investments; 3. 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We applaud the Company’s announcement on November 16, 2022, that it would divest some of its Kakaku shares. However, we believe that DG should sell the entirety of its stake and return the capital to shareholders. We note that the value of DG’s Kakaku shares post-tax accounts for 32% of DG’s market cap.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:55:57.41+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f06f37c-4c47-4dbb-ac1c-eda5025e0104", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.78, "x": 0.11, "y": 0.25 }, "kind": "paragraph", "text": "However, DG has not done enough to prepare to benefit from this market transition. The payment service provider market has grown 18% annually over the last three years, while DG has grown 17% annually, in line with the market. DG’s largest competitor, GMO Payment Gateway, Inc. (“GMO PG”), has grown 26% per year over the same period. We believe that DG product quality is superior to that of GMO PG, and this underperformance is primarily driven by mismanagement, as DG’s management has been distracted by other business ventures and has not been able to fully focus on the opportunity presented by the rise in cashless transactions. 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We believe that this will ensure focus and accountability, accelerate growth, and prevent DG from missing the opportunity presented by the shift to cashless transactions. We urge DG’s Board of Directors to formally propose this spin-off plan at the Company’s next annual general meeting of shareholders (“AGM”). 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While currently just 32.5% of Japan’s payments are cashless today according to a METI presentation, the government aims to increase Japan’s cashless settlement ratio to 80%. The payment service provider market is assumed to grow from current JPY23.0tr to JPY33.8tr in the next four years. 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However, we believe he has been distracted by other businesses, preventing him from fully focusing on the opportunity in the Financial Technology segment. Among other roles, Mr. Hayashi serves as the Chairman of Kakaku. 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As shareholders, we can no longer sit idly by and allow this great company to miss this opportunity. This is a call to action for DG’s management.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:55:57.41+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8811607-4b63-4ae9-bb5f-c2810c8f9f1d", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "\"Digital Garage has a great payment service provider business, and yet, they have not done enough to capture the shift toward cashless payments in Japan. As shareholders, we can no longer sit idly by and allow this great company to miss this opportunity. 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