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) | WFE Scenarios Suggest Stock May Have Hit Bottom

Asahi Raises Domestic Beverage Prices: Elastic “Beer” Demand Makes the Price Hike Unfavourable

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

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OVERSEAS: SPX +1.4% ahead of Fed/CPI; Energy and Tech lead with Industrials; Boeing +3.8% poised for massive Air India order; GS restructures its Consumer Banking biz 
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JAPAN:  Nikkei Futures point +0.6% vs Cash; Yen weakens to ¥137.6;  Govt clarifiies NISA expansiion-positive flows to stock mkt; Nov Beer sales weak; Mach Tool order in Nov -7.8%YoY 
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DAILY NUGGET: We are bullish IHI(7013) on the acceleration of Boeing's orders but highlight some industry risks coming out of Europe to short-haul flights. 
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OVERSEAS: SPX +1.4% ahead of Fed/CPI; Energy and Tech lead with Industrials; Boeing +3.8% poised for massive Air India order; GS restructures its Consumer Banking biz 


JAPAN:  Nikkei Futures point +0.6% vs Cash; Yen weakens to ¥137.6;  Govt clarifiies NISA expansiion-positive flows to stock mkt; Nov Beer sales weak; Mach Tool order in Nov -7.8%YoY 


DAILY NUGGET: We are bullish IHI(7013) on the acceleration of Boeing's orders but highlight some industry risks coming out of Europe to short-haul flights.  



Good Morning Japan |Positive Start Ahead of Fed/CPI; Energy Gets a Break