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.

Lasertec (6920 JP): Accumulate for the Long Term

MHI (7011) | The Time to Act on Energy Transition

MatsukiyoCocokara (3088) | Triple Booster of Merger Synergies, Domestic Recovery, & Tourism

Gravity Works As WeWork Doesn't; Now Plan B

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.
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OVERSEAS: SPX continue to hold as Tech leads the rebound; FTC moves to block MSFT acquistion of Activision (good); China stocks continue to be bid; Broadcom strong;  PPI on Friday</li>
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JAPAN: Major SQ  futures point to +0.4% open on the NKY;  Govt continues to push forward with Nuclear rebirth(postive MHI);  Kishida outlines how to pay for massive defense spending rise</li>
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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.


OVERSEAS: SPX continue to hold as Tech leads the rebound; FTC moves to block MSFT acquistion of Activision (good); China stocks continue to be bid; Broadcom strong;  PPI on Friday

JAPAN: Major SQ  futures point to +0.4% open on the NKY;  Govt continues to push forward with Nuclear rebirth(postive MHI);  Kishida outlines how to pay for massive defense spending rise


Good Morning Japan |Equities Continue to Hold; China Stocks on Fire; Japan Major SQ