Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Japanese Semiconductor Stocks and AI "Winners" that Ain't So

Advantest (6857 JP): High Gearing on the Downside

Advantest (6857) | Time to Cash in the Chips?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>Advantest reported strong Q3 results, driven by robust demand for memory testers</li>
<li>The company raised its full-year guidance for revenue and operating profit to inline with analyst estimates</li>
<li>Advantest’s stock price remains overvalued on AI-hype. We remain bearish with a potential downside of 25%.</li>
</ul>


Advantest reported strong Q3 results, driven by robust demand for memory testers
The company raised its full-year guidance for revenue and operating profit to inline with analyst estimates
Advantest’s stock price remains overvalued on AI-hype. We remain bearish with a potential downside of 25%.


Advantest (6587) | Testing the Limits of AI

Advantest Corp

Advantest (6587) | Testing the Limits of AI