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 Industrials / Thematic (Sector/Industry)

<ul>
<li>Even with a strong Japanese equity market this year, there is still a treasure trove of ultra-low PBR stocks</li>
<li>With the TSE pressuring companies to lift their ROE and valuations, and increasing activist engagement, value stocks should continue to perform</li>
<li>From a universe of non-financial companies, with a market cap above ¥250 billion, we highlight some deeply undervalued opportunities - with better performance metrics</li>
</ul>


Even with a strong Japanese equity market this year, there is still a treasure trove of ultra-low PBR stocks
With the TSE pressuring companies to lift their ROE and valuations, and increasing activist engagement, value stocks should continue to perform
From a universe of non-financial companies, with a market cap above ¥250 billion, we highlight some deeply undervalued opportunities - with better performance metrics


Japan Screen | A Treasure Trove of Value