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 (Finally) Catch a Break; Cyclicals Rebound; And..we Resume in 2023 !

Equity Bottom-Up

<ul>
<li>It is time to throw off the old valuation models. Fujifilm is no longer a dusty old camera maker</li>
<li>The healthcare business is already the biggest earnings driver and with aggressive capex.... </li>
<li>Fujifilm will become the biggest biopharma contract manufacturing company in the world. <strong>Valuations don't reflect that</strong>. </li>
</ul>


It is time to throw off the old valuation models. Fujifilm is no longer a dusty old camera maker
The healthcare business is already the biggest earnings driver and with aggressive capex.... 
Fujifilm will become the biggest biopharma contract manufacturing company in the world. Valuations don't reflect that. 


Fujifilm (4901) | Bio Pharma Giant Is a Double

FUJIFILM Holdings

Fujifilm (4901) | Bio Pharma Giant Is a Double