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.

Dai-Ichi Life Holdings - 4 Quarters Strongly Rising Profit, ROE: 3% to 12%, A Profit Upgrade?

Japan Post Holdings (6178.T) - Going Places!

Japan Post Holdings Update (6178.JP)- Catalysts to Be Delivered

<ul>
<li>
 Reforms Drive Improvement: Japan's corporate reforms, catalyzed by governance codes and TSE pressure, are fostering capital efficiency, shareholder value, and long-term equity gains.</li>
<li>
 "Name and Shame" Initiative Impact: TSE's disclosure initiative reveals 54% of Topix 500 companies enhancing capital efficiency, with early indications suggesting positive longer-term performance trends.</li>
<li>
 Future Alpha Opportunities: Expectation of increased disclosure in the coming months, particularly from proactive companies; potential for market surprises from obstructive firms trading below book value.</li>
</ul>



 Reforms Drive Improvement: Japan's corporate reforms, catalyzed by governance codes and TSE pressure, are fostering capital efficiency, shareholder value, and long-term equity gains.

 "Name and Shame" Initiative Impact: TSE's disclosure initiative reveals 54% of Topix 500 companies enhancing capital efficiency, with early indications suggesting positive longer-term performance trends.

 Future Alpha Opportunities: Expectation of increased disclosure in the coming months, particularly from proactive companies; potential for market surprises from obstructive firms trading below book value.


Japan Governance | Will Reforms Unlock Valuations

Japan Exchange Group

Japan Governance | Will Reforms Unlock Valuations