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.

Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest

Japan Weekly | Nikkei +4.8% to 31 Year High, Advantest, Recruit, Makita

Ohayo Japan |Stall in Debt Talks = Stall in SPX; NUGGET: Panasonic - Found Religion (Finally !)

Equity Bottom-Up

<ul>
<li>Advantest is a market leader in semiconductor testing and will be a major beneficiary of a multi-year AI tailwind</li>
<li>Catalyst: News flow around new AI applications, increased investment dollars flowing into the space and visible acceleration in Nvidia’s data centre GPU growth</li>
<li>Market concern over near-term correction in semiconductor market is giving investors an opportunity to buy Advantest at a 15% discount to its intrinsic value</li>
</ul>


Advantest is a market leader in semiconductor testing and will be a major beneficiary of a multi-year AI tailwind
Catalyst: News flow around new AI applications, increased investment dollars flowing into the space and visible acceleration in Nvidia’s data centre GPU growth
Market concern over near-term correction in semiconductor market is giving investors an opportunity to buy Advantest at a 15% discount to its intrinsic value


Advantest (6857) | Key Beneficiary of AI Tailwinds

Advantest Corp

Advantest (6857) | Key Beneficiary of AI Tailwinds