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.

Tokyo Electron (8035) | Huge Upside if Management Hit Targets

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

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

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX Rallies as Earnings take centre stage; Telsa rips as Musk see 2m in Sales; Auto Semis in Play as STMicro beats - lifts sector; Seagate at turning point</li>
<li>JAPAN.  NKY Futs +0.5% vs Cash; USDJPY Steady at 130.22; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc</li>
<li>DAILY NUGGET. Toyota - End of an Era, and the start of another. We expect new CEO Sato to accelerate the EV shift !</li>
</ul>


OVERSEAS.  SPX Rallies as Earnings take centre stage; Telsa rips as Musk see 2m in Sales; Auto Semis in Play as STMicro beats - lifts sector; Seagate at turning point
JAPAN.  NKY Futs +0.5% vs Cash; USDJPY Steady at 130.22; Baton gets passed at Toyota; Double D/G of Shippers downgrade to Sell ; EARNINGS TODAY: All about Fanuc
DAILY NUGGET. Toyota - End of an Era, and the start of another. We expect new CEO Sato to accelerate the EV shift !


Good Morning Japan |Earnings Bonanaza! ; Tesla Rips; AutoSemis in Play;Toyoda @Toyota Passes Baton