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) | Footwear Fallout as Nike's Q2 Sends Sector Shockwaves

Equity Bottom-Up

<ul>
<li>On's quarterly results disappoint, triggering a 10% stock drop. Meanwhile, ASICS’ share price is up 43% YTD despite modest performance.</li>
<li>ASICS shareholders advised to consider profit-taking as stock outpaces fundamentals, faces competition from resurging Nike and fast-growing On</li>
<li>On's ambitious growth projections threaten ASICS' market position, with potential market share parity within three years</li>
</ul>


On's quarterly results disappoint, triggering a 10% stock drop. Meanwhile, ASICS’ share price is up 43% YTD despite modest performance.
ASICS shareholders advised to consider profit-taking as stock outpaces fundamentals, faces competition from resurging Nike and fast-growing On
On's ambitious growth projections threaten ASICS' market position, with potential market share parity within three years


ASICS Corp

Asics (7936) | Pumping the Brakes