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Oasis · activist-deck

Kao Corporation (4452)

21 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Kao Corporation (4452)

Oasis · 2024-12
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits Agitate (Make it worse) 9 slides 100% 9/9 slides 100% 9/9 slides · 54 hits
— 0/9 slides
55.6% 5/9 slides 66.7% 6/9 slides 100% 9/9 slides 100% 9/9 slides · 15 hits Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides

Slide inventory

21
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
introduce_nominees
Open slide detail
05
The slide uses a high-contrast, minimalist design typical of activist investor presentations.transition
Open slide detail
06
The slide uses a logo-grid layout to showcase brand strength.summarize
Open slide detailLoop · Logic Chain
07
The slide uses a matrix-like structure to map three core problems against seven operational areas.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
08
Uses a grid of pull-quotes to establish external validation for the activist's thesis.diagnose_problem
Open slide detailLoop · Logic Chain
09
transition
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
12
transition
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative terriexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
15
Part of the 'a better kao' activist campaign by Oasis.transition
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
17
The slide uses a combination of rhetorical questions, a direct company quote, an analyst quote, and a breakdown of the Long-Term Incentive Plan to highlight potexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Iceberg
18
transition
Open slide detailBeat · Solution (Provide relief)
19
state_demand
Open slide detailBeat · Solution (Provide relief)
20
front_matter
Open slide detail
21
other
Open slide detail