1. What Happened? Oheim&Company’s Major Shareholder Change

Oheim&Company’s largest shareholder has changed from Oheim Investment Association to Joyworks Co., Ltd. and two others. The stake has decreased from 30.97% to 13.03%. This is due to the withdrawal of some members of the Oheim Investment Association and the agreement to transfer management rights to Joyworks.

2. Why the Change? Background and Implications

The change in major shareholder occurred after the signing of a management transfer agreement on July 4th and the transfer of bonds and an extraordinary general meeting on July 25th. The number of outstanding shares has also increased due to the listing of new shares following the conversion request of 2CB by Oheim Investment Association. This affects not only the change in management but also the company’s capital structure.

3. What’s Next? Analyzing the Potential Impact

The new management is likely to introduce new strategies to strengthen the company’s competitiveness. Securing financial stability and expanding investment in new businesses are also expected. However, negative impacts such as uncertainty due to the management change, the possibility of key personnel leaving, and the lack of synergy effects after the M&A should also be considered. Overcoming the Q1 earnings slump and achieving sustainable growth depends heavily on the capabilities of the new management.

4. What Should Investors Do? Action Plan

  • In-depth analysis of Joyworks’ business and financial status, and management strategy.
  • Check Oheim&Company’s management strategy changes and earnings outlook after the change in major shareholder.
  • Monitor the status of personnel turnover and preventive measures.
  • Continuously observe market reactions and stock price trends.