{
  "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": 4,
  "pageCount": 136,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "executive_summary",
  "function": "frame_situation",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The slide uses a globe graphic with circular callouts for key financial metrics.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "paragraph",
    "bubble_chart",
    "photo"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6dd-591332a8793a/4",
  "deckHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-591332a8793a#slide-4",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "To date, this growth potential has not been capitalized on, and Kao has fallen behind global peers.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-3f3f-7598-93fb-c7af4e6446bd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.18,
        "x": 0.77,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Group Revenue FY24 ¥1.63tn / $10.76bn",
      "attrs": null,
      "subkind": "bubble",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e82e71f-6fea-49dd-96a4-6dc9f3c710fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.18,
        "x": 0.65,
        "y": 0.48
      },
      "kind": "chart",
      "text": "Market Cap ¥3.04tn / $20.38bn",
      "attrs": null,
      "subkind": "bubble",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6b7f311b-8d7b-4944-b966-95d9d10193f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.18,
        "x": 0.53,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Enterprise Value ¥2.96tn / $19.86 bn",
      "attrs": null,
      "subkind": "bubble",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bcd1ce52-2591-469e-8d07-1831d7a180d7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Enterprise Value: ¥2.96tn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-3f3f-7598-93fb-cba1614f2898",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.4,
        "x": 0.07,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "Founded in 1890, Kao Corp is Japan's largest Fast Moving Consumer Goods (\"FMCG\") company... The reason: Kao overspends on R&D, underspends and under appreciates marketing, supply chain and pricing policies. The solution: Directors with those expertise to help the company",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc4b1d28-0625-4472-a29e-1e1ac9bc44e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.1,
        "x": 0.85,
        "y": 0.88
      },
      "kind": "source-note",
      "text": "First Kao logo (1890)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1ca5135a-d7d1-4adc-b457-319b13bcf3fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.4,
        "x": 0.07,
        "y": 0.05
      },
      "kind": "title",
      "text": "Kao Corp. Japan's Sleeping Giant",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "51b7490d-7281-43f1-a985-b93129ccbea0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 4,
      "from": 1,
      "beatId": "f00cd281-0871-44ad-9431-ab43081a4f63",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Hook",
      "beatSlug": "hook",
      "evidence": "The presentation starts with a cover page and a disclaimer, followed by an executive summary and team bios.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}