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.

Fast Retailing (9983) - Summer Is the Time for Shorts

Fast Retailing (9983) | Time to Ditch the Shorts

Fast Retailing (9983) | Elevated Multiple and Guidance Risk

Fast Retailing: Siding with Russia Could Be a Recipe for a Boycott

Gravity Works As WeWork Doesn't; Now Plan B

Fast Retailing: Q1 Beat Seems Temporary but Concerns About China Could Last Long

Equity Bottom-Up

<ul>
<li>We estimate that China accounts for almost 40% of Fast Retailing's earnings. This growth engine is stalling</li>
<li>The market has yet to discount these risks, despite warnings from H&amp;M</li>
<li>The stock is down 5% YTD, but trades at an 80% premium to global peers</li>
</ul>


We estimate that China accounts for almost 40% of Fast Retailing's earnings. This growth engine is stalling
The market has yet to discount these risks, despite warnings from H&amp;M
The stock is down 5% YTD, but trades at an 80% premium to global peers


Fast Retailing Faces a Severe Test from Beijing to Moscow