🍋‍🟩 You can find out by reading this!

  1. This is news that Oasis has signed a conditional investment agreement to acquire TMON. There's a possibility that they will acquire TMON, which is currently undergoing corporate rehabilitation proceedings, for around 20 billion won. The commerce industry is buzzing with this news. With total assets of approximately 70.25 billion won and total liabilities of 1.0191 trillion won, will acquiring TMON be a gain or a loss for Oasis? We've heard the pros and cons being debated on the ground.
  2. Oasis's purpose in acquiring an online commerce platform is quite clear. Oasis attempted to acquire 11st last year but was unsuccessful, and now they are pursuing the acquisition of TMON. According to Oasis's disclosed financial statements, Oasis had enough cash assets to pursue the TMON M&A strategy, even though TMON's corporate value has fallen significantly. Moreover, there was clear numerical evidence that they should focus on online business expansion. We'll take a look at the related content.
  3. However, no matter how much cash Oasis has, acquiring TMON and fully digesting it as their own is a separate issue. Questions follow about whether Oasis, which has grown based on offline stores and focused on the online grocery shopping and dawn delivery business, will be able to create synergy by acquiring an open market. First of all, many evaluations said that operational OOO must be secured before synergy with TMON. You can find out what it is through the main text.
  4. If Oasis succeeds in acquiring TMON, it will be a 'third way' in itself. It is attempting category expansion in a different way from how Kurly increased its items to include miscellaneous goods and beauty products. It's a strategy to secure online sales channels, the opposite of how Jung Yuk Gak increased its offline bases by acquiring Chorocmaeul. If this works, they will be able to take another step towards the IPO that all commerce companies dream of. We've heard the optimal IPO scenario from the industry.

CHAPTER 1

Oasis Participates in the TMON Acquisition