{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1927, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 20, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/20", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 21, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Highlights potential for margin improvement by normalizing R&D spend.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/21", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 22, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/22", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 23, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/23", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 24, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/24", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 25, "slideType": "peer_benchmark", "function": "expose_contradiction", "notes": "The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/25", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 26, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a line chart with a shaded region to highlight cherry-picked data by management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/26", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 26, "from": 14, "beatId": "17467a54-a2b1-46a4-94a1-5a23dc558e7e", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The presentation highlights contradictions between Kao Corp.'s statements and actual data, such as underperforming peers and lacking global experience.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 27, "slideType": "table_of_contents", "function": "summarize", "notes": "The slide uses a chevron process flow to list the sections of the deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/27", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 28, "slideType": "ceo_quote", "function": "expose_contradiction", "notes": "The slide uses a quote to highlight a strategic divergence from industry peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/28", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 29, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a timeline-like arrow to organize quotes chronologically and thematically.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/29", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 30, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'before-after' style contradiction structure to highlight management's lack of market awareness.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/30", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 31, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses quotes from analysts and market data to frame management as ineffective.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/31", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-31", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 32, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/32", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-32", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 33, "slideType": "ceo_quote", "function": "expose_contradiction", "notes": "The slide uses a quote to frame the company's management philosophy as a liability or a point of contention.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/33", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-33", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 34, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes a testimonial/quote from an analyst to reinforce the thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/34", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-34", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/35", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-35", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/36", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 37, "slideType": "table_of_contents", "function": "summarize", "notes": "The slide uses a chevron-based list to outline the presentation structure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/37", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-37", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "slideType": "segmentation", "function": "prioritize", "notes": "The matrix uses a 2x2 structure (Margin vs Growth) with an overlay circle highlighting 'Kao's Opportunity'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/38", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-38", "loopMatches": [ { "to": 41, "from": 38, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "de0ff506-70eb-4ef5-95cf-6eb0deb89ad6", "evidence": "The presentation contrasts Kao Corp.'s current performance with its potential in growth segments.", "position": 0, "objective": "Highlight the contrast between Kao Corp.'s current state and its potential", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 39, "slideType": "other", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/39", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-39", "loopMatches": [ { "to": 41, "from": 38, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "de0ff506-70eb-4ef5-95cf-6eb0deb89ad6", "evidence": "The presentation contrasts Kao Corp.'s current performance with its potential in growth segments.", "position": 0, "objective": "Highlight the contrast between Kao Corp.'s current state and its potential", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 40, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses AI-derived perception data to benchmark brand performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/40", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-40", "loopMatches": [ { "to": 41, "from": 38, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "de0ff506-70eb-4ef5-95cf-6eb0deb89ad6", "evidence": "The presentation contrasts Kao Corp.'s current performance with its potential in growth segments.", "position": 0, "objective": "Highlight the contrast between Kao Corp.'s current state and its potential", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 41, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights a strategic weakness in Kao's global distribution footprint.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/41", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-41", "loopMatches": [ { "to": 41, "from": 38, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "de0ff506-70eb-4ef5-95cf-6eb0deb89ad6", "evidence": "The presentation contrasts Kao Corp.'s current performance with its potential in growth segments.", "position": 0, "objective": "Highlight the contrast between Kao Corp.'s current state and its potential", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 0.7, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 42, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide highlights a discrepancy between management's claims of performance and the actual sales decline, while also showing that the growth target is mediocre compared to peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/42", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 42, "beatId": "ef28f592-8f21-4964-bd2c-67017c22933f", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Problem Statement", "beatSlug": null, "evidence": "The presentation identifies specific problems, such as untapped potential in growth segments and inadequate digital strategy.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 43, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a bubble chart to compare revenue of Bioré against global competitors Nivea, Garnier, and Neutrogena.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/43", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 42, "beatId": "ef28f592-8f21-4964-bd2c-67017c22933f", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Problem Statement", "beatSlug": null, "evidence": "The presentation identifies specific problems, such as untapped potential in growth segments and inadequate digital strategy.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 44, "slideType": "market_sizing", "function": "size_opportunity", "notes": "Uses L'Oréal as a proxy for derma-cosmetics performance trends.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/44", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 42, "beatId": "ef28f592-8f21-4964-bd2c-67017c22933f", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Problem Statement", "beatSlug": null, "evidence": "The presentation identifies specific problems, such as untapped potential in growth segments and inadequate digital strategy.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 45, "slideType": "problem_statement", "function": "quantify_opportunity", "notes": "Includes a quote from President Hasebe to validate the growth thesis in Thailand.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/45", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 42, "beatId": "ef28f592-8f21-4964-bd2c-67017c22933f", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Problem Statement", "beatSlug": null, "evidence": "The presentation identifies specific problems, such as untapped potential in growth segments and inadequate digital strategy.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 46, "slideType": "market_sizing", "function": "size_opportunity", "notes": "Uses bubble-style visual representation for revenue comparison.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/46", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-46", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 47, "slideType": "thesis_headline", "function": "size_opportunity", "notes": "The slide uses a comparison of social media following and revenue estimates to argue for Oribe's growth runway.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/47", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-47", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 48, "slideType": "table_of_contents", "function": "summarize", "notes": "The slide uses a chevron process diagram to list the campaign's key themes and steps.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/48", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-48", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 49, "slideType": "roadmap", "function": "plan_implementation", "notes": "The slide uses a numbered list to outline strategic pillars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/49", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-49", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 50, "slideType": "before_after", "function": "illustrate_case", "notes": "Includes press clippings from The Japan Times and The Wall Street Journal as evidence of market sentiment.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/50", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-50", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 51, "slideType": "table_of_contents", "function": "summarize", "notes": "The slide uses a chevron process diagram to list the key sections of the deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/51", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-51", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 52, "slideType": "testimonial", "function": "summarize", "notes": "The slide uses a grid of four pull-quotes from various financial institutions to highlight negative or cautious market sentiment.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/52", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-52", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 53, "slideType": "executive_summary", "function": "summarize", "notes": "The slide uses a four-column layout to categorize survey feedback.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/53", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-53", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 54, "slideType": "executive_summary", "function": "summarize", "notes": "The slide uses a 4-column layout to present survey findings, combining verbatim investor feedback with pie charts and gauge charts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/54", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-54", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 55, "slideType": "transition", "function": "transition", "notes": "The slide uses a chevron process diagram to structure the activist narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/55", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-55", "loopMatches": [], "arcBeatMatches": [ { "to": 55, "from": 49, "beatId": "f86866ba-4eda-4b87-b95d-33ccb476a294", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Propose Solution", "beatSlug": null, "evidence": "The presentation offers concrete solutions, including appointing new directors and revising compensation for outside directors.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 56, "slideType": "timeline", "function": "expose_contradiction", "notes": "Includes a timeline of events from Sep-2023 to Mar-2025, a list of defensive responses by Kao, and testimonials from other analysts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/56", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-56", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 57, "slideType": "roadmap", "function": "plan_implementation", "notes": "The slide uses a chevron process flow to visualize the campaign's narrative arc.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/57", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-57", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 58, "slideType": "peer_gap", "function": "expose_gap", "notes": "Uses a custom skills matrix to highlight board deficiencies and potential 'magical' skill acquisition between reports.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/58", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-58", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 59, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/59", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-59", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 60, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to highlight a deficiency in the board's composition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/60", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-60", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 61, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide highlights a suspicious 'sudden' acquisition of skills by directors to meet governance requirements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/61", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-61", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 62, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a comparison table to highlight a leadership gap, specifically focusing on the R&D-heavy background of Kao's presidents versus the broader commercial experience of peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/62", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-62", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 63, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a three-column layout with numbered headers to structure the argument.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/63", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-63", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 64, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The diagram uses a star-like network graph to visualize peer talent exchange, while the table lists recent internal promotions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/64", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-64", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 65, "slideType": "transition", "function": "transition", "notes": "The slide uses a vertical chevron stack to represent a sequence of campaign phases.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/65", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-65", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 66, "slideType": "demand_list", "function": "state_demand", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/66", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-66", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 67, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/67", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-67", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 68, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/68", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-68", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 69, "slideType": "peer_gap", "function": "expose_gap", "notes": "The slide uses a 'gap analysis' approach to justify board expansion by showing that new nominees bring critical missing skills in Cosmetics/H&B, Marketing, Supply Chain, and IT/DX.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/69", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-69", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 70, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "The slide uses a funnel-like progression (223 -> 32 -> 5) to demonstrate the thoroughness of the search process.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/70", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-70", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 71, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a red dashed box to group counter-arguments against Kao's board statement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/71", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-71", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 72, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to highlight the anomaly of the December 2025 AGM board director changes compared to the historical February cadence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/72", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-72", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 73, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a process diagram to contrast the stated procedure with the specific step (interview) that was allegedly bypassed or improperly executed.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/73", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-73", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 74, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/74", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-74", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 75, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "Includes a timeline of career highlights and key areas of expertise.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/75", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-75", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 76, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a bar chart to show Kao's 73.8 days vs peers, with a dashed arrow indicating 'Growth Potential' for improvement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/76", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-76", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 77, "slideType": "propose_solution", "function": "propose_solution", "notes": "The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/77", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-77", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 78, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/78", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-78", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dd-591332a8793a", "docSlug": "d431e2d5bb2b", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-02-26 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 79, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a contrast-pairs framework to systematically dismantle board arguments.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/79", "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-79", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }