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Matching slides 303,780
Current window 27,361-27,390
Pages 10,126
Rows per page 30
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27,361-27,390 of 303,780

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Kao brands are highlighted in teal with a dotted border, while competitors are in dark blue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
31
Uses a trendline to highlight Kao's inefficiency compared to peers like P&G and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
33
Uses a Jefferies quote to validate the SKU growth claim.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
35
The slide uses a provocative question to frame the company's current state as problematic.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
38
The slide uses a quote from Kao management to expose a contradiction between potential and actual strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
40
The slide uses a 'villain critique' approach to undermine management's credibility by contrasting their stated goals with a lack of concrete metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
42
Uses a hub-and-spoke diagram to break down the three brands under the 'Global Sharp Top' initiative.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
43
The slide uses a 'before-after' style comparison of market share vs sales growth to undermine management's credibility.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
45
Uses a comparison table to contrast Kao's internal-only leadership with competitors who have dedicated CMOs.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
46
Includes a callout box regarding an Oasis & BDTI initiative to promote female directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
47
The slide highlights a specific governance gap at Kao relative to Reckitt, Unilever, P&G, and L'Oreal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
49
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
52
Includes a line chart for EBITDA margins and a scatter plot for regression analysis of organic growth vs. valuation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
56
Uses a waterfall-style bridge to illustrate the gap between current company forecasts and market-aligned potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
57
The chart uses bubble sizes to represent revenue in USDm, visually contrasting Kao's smaller brands with larger market incumbents.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
58
The slide uses a 'however' transition to pivot from the brand's success to its geographic limitation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
59
Uses bubble-style visualization to contrast Kao's smaller revenue footprint with major competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
61
The slide uses a line chart for historical sales and a bar chart for 2022 operating profit to contrast the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
62
Uses bubble-style visualization to compare revenue scale between Kao's Molton Brown and industry peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
63
Uses a bubble-style comparison to visualize the revenue gap between the target brand and market leaders.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
65
Uses a bubble-style comparison to illustrate the revenue gap between Oribe and its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
70
Includes 'a better kao' logo in top right and 'OASIS' logo in bottom right.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
71
Uses Beiersdorf as a precedent for management replacement to restore investor confidence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
72
The slide uses a line chart to demonstrate market outperformance following a leadership change.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
74
The slide features branding for 'a better kao' and Oasis Management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
75
The slide uses a waterfall bridge to reconcile segment valuations and net debt to arrive at an implied equity value per share.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
76
The slide acts as a summary roadmap with cross-references to detailed slides later in the deck.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
77
The slide uses a globe graphic to represent global reach, overlaid with logos of various Kao brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits