slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 75,841-75,870
Pages 3,950
Rows per page 30
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75,841-75,870 of 118,471
45
Includes a quote from President Hasebe to validate the growth thesis in Thailand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
46
Uses bubble-style visual representation for revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
49
The slide uses a numbered list to outline strategic pillars.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
50
Includes press clippings from The Japan Times and The Wall Street Journal as evidence of market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
56
Includes a timeline of events from Sep-2023 to Mar-2025, a list of defensive responses by Kao, and testimonials from other analysts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
59
The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
The slide uses a table to highlight a deficiency in the board's composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide highlights a suspicious 'sudden' acquisition of skills by directors to meet governance requirements.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
62
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.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
69
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.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
72
The slide uses a table to highlight the anomaly of the December 2025 AGM board director changes compared to the historical February cadence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
75
Includes a timeline of career highlights and key areas of expertise.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
76
The slide uses a bar chart to show Kao's 73.8 days vs peers, with a dashed arrow indicating 'Growth Potential' for improvement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
77
The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
81
The slide uses a combination of a comparison table and a secondary callout box to emphasize the lack of a CMO and marketing board members.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
85
Uses Openwork employee quote to support the thesis of under-investment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
89
The chart shows a breakdown of revenue segments for 2023 and 2024, illustrating the concentration of revenue in segments where pricing has not been aggressively applied.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
90
Uses photographic evidence to support the claim of excessive discounting.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
91
Includes a specific product comparison table and a line chart showing operating margin trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
94
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
95
The slide uses a quote from the CEO to validate the activist's argument that the company is bloated.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
99
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
104
The slide uses a screenshot of a domain registrar interface to prove that Kao's brand domains are not owned by the company.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
107
The slide contrasts the proposed caps (780m total, 250m outside) against the existing 100m cap for external directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
109
The slide includes a table detailing current board tenure and shareholdings for four directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
111
Includes a quote from PGGM Investments opposing the compensation plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
113
The slide uses a check-list format to highlight the benefits of the proposed plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
115
The table uses a tiered structure (Min, Standard, Max) for various KPIs to align management incentives.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
119
Uses red flags to denote failures and red X marks to denote non-compliance with governance principles.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
120
The chart highlights Kao's current board size of 8 versus a proposed post-AGM size of 14.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit