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.

Seiko Epson(6724 JP)| Neutral 2Q Earnings; Negative Outlook – Remain Bearish

Nexon (3659) | More Buybacks in the Pipeline

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

<ul>
<li>
 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast. 
</li>
<li>OVERSEAS: SPX rallies on signs of FED hike pace slowing; Strong US retail earnings lift sentiment; China locks downs  AGAIN- Long road ahead; HP cuts 10% of workforce-PC weakness</li>
<li>WCup: Japan 2-Germany 1 ! BANZAI!  NKY Catch time.. +2% day?; Mazda splashes out ¥1.5b EVs; Toyota Dec prod plans weak; -ve Chugai's Hemlilbra on imminent approval of competing product </li>
</ul>



 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast. 

OVERSEAS: SPX rallies on signs of FED hike pace slowing; Strong US retail earnings lift sentiment; China locks downs  AGAIN- Long road ahead; HP cuts 10% of workforce-PC weakness
WCup: Japan 2-Germany 1 ! BANZAI!  NKY Catch time.. +2% day?; Mazda splashes out ¥1.5b EVs; Toyota Dec prod plans weak; -ve Chugai's Hemlilbra on imminent approval of competing product 


Good Morning Japan | Dovish Fed+ Strong US Earnings = Catch up Time Japan