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.

Hogy Medical (3593) | New Strategy Sparks Investor Confidence

Hogy Medical (3593 JP): Mixed FY23 Result; Soaring Cost to Negatively Impact Profit in FY24

Hogy Medical (3593 JP): Strong Nine-Month Result as COVID Had Minimal Impact on Surgery Volume

Hogy Medical (3593 JP): Reviving Demand for Premium Surgical Kit Products to Drive Future Growth

Equity Bottom-Up

<ul>
<li>NAVF and Dalton invest heavily in Hogy Medical, eyeing its market dominance and growth potential in disposable surgical equipment</li>
<li>Despite past underperformance, NAVF's proactive engagement signals a push for a more aggressive overseas expansion</li>
<li>We see a number of continued catalysts for future shareholder value enhancement and improved corporate governance position</li>
</ul>


NAVF and Dalton invest heavily in Hogy Medical, eyeing its market dominance and growth potential in disposable surgical equipment
Despite past underperformance, NAVF's proactive engagement signals a push for a more aggressive overseas expansion
We see a number of continued catalysts for future shareholder value enhancement and improved corporate governance position


Hogy Medical (3593): A Prescription for Renewed Growth