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.

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Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense

Equity Bottom-Up

<ul>
<li>Daifuku is a growth stock that has fallen by 26% YTD reflecting near term risks to growth and margins</li>
<li>We believe that Daifuku is a major beneficiary of continued investment in automation, especially in e-commerce and logistics</li>
<li>We analyse Daifuku's core valuation drivers and see around 16% upside for the stock</li>
</ul>


Daifuku is a growth stock that has fallen by 26% YTD reflecting near term risks to growth and margins
We believe that Daifuku is a major beneficiary of continued investment in automation, especially in e-commerce and logistics
We analyse Daifuku's core valuation drivers and see around 16% upside for the stock


Daifuku (6383) | Attractive Valuation Drivers Despite near Term Risks

Daifuku Co Ltd

Daifuku (6383) | Attractive Valuation Drivers Despite near Term Risks