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.

Japan Weekly | The Deflationary Macro Read; SONY; What's up with Auto Stocks

Mitsubishi Motors (7211) | Take Your Foot off the Gas

Thematic (Sector/Industry)

Japan Financials / Thematic (Sector/Industry)

Sumitomo Mitsui Financial Group (8316 JP)

<ul>
<li>OVERSEAS. Equities Sell-off on Pending Demise of Credit Suisse; Flight to Safety Trade resumes; SNB engineer Shotgun Wedding - deal closed with UBS $3.25 billion. The end of an era.</li>
<li>JAPAN. On Friday, NKY Futs -2.3% vs Cash as Contagion Fears around Credit Suisse prompted Flight to Safety; With CS Rescue, expect strong open; JP Shippers Container Profits looks shaky</li>
<li>NUGGET. As Mitsui OSK approaches ex-div, we think the share price will see headwinds given the expected earnings decline on ONE's earning collapse = (MUCH) lower dividends next year.</li>
</ul>


OVERSEAS. Equities Sell-off on Pending Demise of Credit Suisse; Flight to Safety Trade resumes; SNB engineer Shotgun Wedding - deal closed with UBS $3.25 billion. The end of an era.
JAPAN. On Friday, NKY Futs -2.3% vs Cash as Contagion Fears around Credit Suisse prompted Flight to Safety; With CS Rescue, expect strong open; JP Shippers Container Profits looks shaky
NUGGET. As Mitsui OSK approaches ex-div, we think the share price will see headwinds given the expected earnings decline on ONE's earning collapse = (MUCH) lower dividends next year.


Mitsubishi UFJ Financial (MUFG) (8306 JP)

Good Morning Japan |UBScs - Wedding Vows Sealed; NUGGET: MOL-Diversification Can't Come Fast Enough