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): A Prescription for Renewed Growth

Consolidation in the Med-Tech Sector? Eiken and Hogy to Benefit

Eiken Chemical (4549) | Activists, Alchemy, and the Pursuit of Profit

Equity Bottom-Up

<ul>
<li>Dalton &amp; Co. increased their stake in Hogy Medical to 19.15%, signaling confidence in the new Medium-Term Business Plan.</li>
<li>Hogy Medical's new plan aims to boost ROE above 6%, drive revenue to ¥46 billion, and enhance shareholder returns.</li>
<li>Potential M&amp;A activity in Japan’s med-tech sector and the new plan could unlock significant shareholder value, with a possible 50% upside in share price.</li>
</ul>


Dalton &amp; Co. increased their stake in Hogy Medical to 19.15%, signaling confidence in the new Medium-Term Business Plan.
Hogy Medical's new plan aims to boost ROE above 6%, drive revenue to ¥46 billion, and enhance shareholder returns.
Potential M&amp;A activity in Japan’s med-tech sector and the new plan could unlock significant shareholder value, with a possible 50% upside in share price.


Hogy Medical (3593) | New Strategy Sparks Investor Confidence