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.

ASICS (7936) | Running Is Recession Proof

Ohayo Japan|US Stocks Fall on Consumer Fears; JAPAN X: Hitachi Inspires with Mgmt Incentive Scheme

US Small Banks - New HFD Shows 76% of New Loans Are CRE in Recent Week | CRE Loans at 2.9x Capital

Asics (7936) | Strong Performance Meets Reasonable Valuation

Equity Bottom-Up

<ul>
<li>We were too early to turn bearish on Asics. Recent stock price performance has been strong</li>
<li>Although rising inventories have yet to impact on margins, they are a potential red flag</li>
<li>The stock is not cheap at 29x PE. The long-term financial model suggests limited upside from here</li>
</ul>


We were too early to turn bearish on Asics. Recent stock price performance has been strong
Although rising inventories have yet to impact on margins, they are a potential red flag
The stock is not cheap at 29x PE. The long-term financial model suggests limited upside from here


Asics (7936) | It's a Marathon, Not a Sprint

ASICS Corp

Asics (7936) | It's a Marathon, Not a Sprint