Matching slides 14,162
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Slide function

1,951-1,980 of 14,162

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The slide uses a quote to highlight a strategic divergence from industry peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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Uses a timeline-like arrow to organize quotes chronologically and thematically.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
30
Uses a 'before-after' style contradiction structure to highlight management's lack of market awareness.Kao Corporation (4452.JP) · Oasis
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31
Uses quotes from analysts and market data to frame management as ineffective.Kao Corporation (4452.JP) · Oasis
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33
The slide uses a quote to frame the company's management philosophy as a liability or a point of contention.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
35
Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
36
Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
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
64
The diagram uses a star-like network graph to visualize peer talent exchange, while the table lists recent internal promotions.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
71
Uses a red dashed box to group counter-arguments against Kao's board statement.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
73
The slide uses a process diagram to contrast the stated procedure with the specific step (interview) that was allegedly bypassed or improperly executed.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
78
Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
79
Uses a contrast-pairs framework to systematically dismantle board arguments.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
82
The slide uses a quote to highlight a strategic philosophy that the activist investor likely disagrees with or views as a weakness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
86
Uses a contrast-pairs framework to systematically dismantle board arguments.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
93
Uses a contrast-pairs framework to systematically dismantle four specific arguments made by the company.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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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
96
Uses a quote from the CEO to highlight the gap between stated intent and actual performance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
101
The slide uses a bar chart for traffic volume and a line chart for bounce rate to highlight the performance gap.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
105
Uses a contrast-pairs framework to systematically debunk three specific arguments.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
112
The slide uses a headshot grid to highlight the Compensation Advisory Committee and a table to show board tenure vs shareholding.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