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

Good Morning Japan |REALITY CHECK-Sticky Inflation! Bearish US/Bullish Japan; Win for Japan Activism

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

CyberAgent (4751) | World Cup Boost for Abema

Equity Bottom-Up

<ul>
<li>CyberAgent Q1 loss on one-off expenses from World Cup streaming. We see Q1 as a bottom this fiscal year</li>
<li>Share price already discounted weak FY9/23 guidance last October and focus is now on recovery </li>
<li>The World Cup was a success for the Japanese National side and for Abema</li>
</ul>


CyberAgent Q1 loss on one-off expenses from World Cup streaming. We see Q1 as a bottom this fiscal year
Share price already discounted weak FY9/23 guidance last October and focus is now on recovery 
The World Cup was a success for the Japanese National side and for Abema


CyberAgent Inc

CyberAgent (4751) | World Cup Winners