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.

Thematic (Sector/Industry)

Japan Energy equipment and services / Thematic (Sector/Industry)

<ul>
<li>The power outage warning in Japan on March 22 highlights the precarious nature of energy security in Japan.  </li>
<li>The electricity supply issues come at a time when Japan grapples with high oil prices, Russian imports and still idled nuclear capacity. </li>
<li>The public attitude towards nuclear restarts is turning more positive. The primary beneficiaries will be <a href="https://www.smartkarma.com/entities/mitsubishi-heavy-industries" target="_blank" data-smartkarma-citation="entities:13613:1" rel="noopener">Mitsubishi Heavy Industries (7011 JP)</a> , <a href="https://www.smartkarma.com/entities/hitachi-ltd" target="_blank" data-smartkarma-citation="entities:7797:1" rel="noopener">Hitachi Ltd (6501 JP)</a> , and <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a> </li>
</ul>


The power outage warning in Japan on March 22 highlights the precarious nature of energy security in Japan.  
The electricity supply issues come at a time when Japan grapples with high oil prices, Russian imports and still idled nuclear capacity. 
The public attitude towards nuclear restarts is turning more positive. The primary beneficiaries will be Mitsubishi Heavy Industries (7011 JP) , Hitachi Ltd (6501 JP) , and Toshiba Corp (6502 JP) 


Is Japan Falling Back in Love with Nuclear Energy?