
Oasis Management创始人塞思·费舍尔表示,其维权基金已增持尼得科公司股份,成为该公司最大股东,这为其呼吁这家陷入困境的日本电机制造商考虑出售增添了分量。
Management Co. founder Seth Fischer said his activist fund has increased its stake in Nidec Corp. to become the largest shareholder, adding heft to its call for the troubled Japanese motor maker to consider a sale.
此举意味着Oasis持有的股份将超过尼得科创始人永守重信。永守重信在今年早些时候过往会计问题曝光后辞去了公司名誉会长一职。据彭博汇编的数据,永守重信直接持有尼得科约8.3%的股份。费舍尔在东京接受了彭博新闻社的采访。
The move would mean Oasis holds a larger stake than Nidec’s founder, Shigenobu Nagamori, who resigned as chairman emeritus of the firm earlier this year after past accounting issues came to light. Nagamori directly holds about 8.3% of Nidec’s shares, according to Bloomberg-compiled data. Fischer spoke in an interview with Bloomberg News in Tokyo.
Oasis持有多家日本公司的大量股份,上周它呼吁尼得科董事会聘请财务顾问,向潜在买家征集收购方案,并考虑将公司私有化。尼得科是全球最大的精密电机制造商,自去年以来一直深陷会计丑闻,调查发现其多家子公司存在广泛的会计和质量管理欺诈行为。
Oasis, which holds large stakes in several Japanese companies, last week called on Nidec’s board to hire financial advisers to solicit proposals from potential buyers and to consider taking the company private. Nidec, the world’s largest manufacturer of precision motors, has been embroiled in an accounting scandal since last year, with probes revealing widespread fraud in its accounting and quality control at multiple subsidiaries.
这家总部位于京都的制造商在截至3月31日的财年中计提了超过6000亿日元(合38亿美元)的减值损失,其审计机构拒绝为其财务报表出具意见。Oasis上周在一份声明中表示,尼得科股票目前被东京证券交易所列为特别警示状态,如果无法获得无保留的审计意见,可能面临退市。
The Kyoto-based manufacturer booked more than ¥600 billion ($3.8 billion) in writedowns for the year ended March 31 and its auditor has refused to sign off on its financial statements. Nidec’s stock is currently designated under special alert by the Tokyo Stock Exchange and could face delisting if it doesn’t secure an unqualified auditor’s opinion, Oasis said in a statement last week.
Oasis还在声明中表示,对尼得科持续存在的会计违规行为“深感失望”。在3月份披露持股后,Oasis对尼得科的“企业文化”提出了担忧,并提议了董事会人选。据彭博数据,截至9月9日,Oasis持有尼得科7.97%的股份。
Oasis also said in the statement it was “deeply disappointed” by Nidec’s persistent accounting irregularities. After disclosing its stake in March, Oasis has flagged concerns about Nidec’s “corporate culture” and proposed board appointments. Oasis held 7.97% of Nidec’s shares as of Sept. 9, according to Bloomberg data.
据彭博汇编的数据,Oasis目前管理着约136亿美元的已披露日本股票持仓。其持股包括Kakaku.com公司、制药商小林制药公司和化妆品公司花王公司。
Oasis currently manages around $13.6 billion in disclosed Japanese equity stakes, according to Bloomberg-compiled data. Its holdings include Kakaku.com Inc., drugmaker Kobayashi Pharmaceutical Co. and cosmetics firm Kao Corp.