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.

Japan Weekly | Movers, Macro and Insights

Good Morning Japan | Equities - All Good (Again); Strong Tech Bid; EV, AI Drivers; NUGGET: Advantest

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

Appier (4180) | Five Reasons to Remain Bullish

Appier (4180 JP) - Eating the Cookie Crumbs

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

Equity Bottom-Up

<ul>
<li>ChatGPT has focused the investment community on the potential of AI to drive business performance and investment returns.</li>
<li>Forbes picked Adobe as its top AI pick in 2023. We pick Appier, which is a faster-growing alternative in the digital marketing space.</li>
<li>Appier’s revenue grew by over 50% last year and unlike many SaaS companies, it is profitable.</li>
</ul>


ChatGPT has focused the investment community on the potential of AI to drive business performance and investment returns.
Forbes picked Adobe as its top AI pick in 2023. We pick Appier, which is a faster-growing alternative in the digital marketing space.
Appier’s revenue grew by over 50% last year and unlike many SaaS companies, it is profitable.


Appier (4180) | It's Doubled, so What's Next

Appier Group

Appier (4180) | It's Doubled, so What's Next