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 | Stocks Holds Gains Head of Jobs; Samurai Blues - Giant Killers (Again !)

Good Morning Japan |Off the Lows to Flat as ASML, TSLA Beats; Global Shipping Alliance Crumbles

Cyberagent (4751) | More than a One-Hit Wonder

Equity Bottom-Up

<ul>
<li>CyberAgent's stock price could fall after releasing very weak guidance for the coming fiscal year</li>
<li>We would buy into any weakness as we see CyberAgent well placed to benefit from the structural growth of the Digital Ad market</li>
<li>We expect losses in ABEMA TV to shrink further next year and think the whole Media segment can break-even, driven by betting platform, Winticket</li>
</ul>


CyberAgent's stock price could fall after releasing very weak guidance for the coming fiscal year
We would buy into any weakness as we see CyberAgent well placed to benefit from the structural growth of the Digital Ad market
We expect losses in ABEMA TV to shrink further next year and think the whole Media segment can break-even, driven by betting platform, Winticket


CyberAgent (4751) | World Cup Boost for Abema

CyberAgent Inc

CyberAgent (4751) | World Cup Boost for Abema