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.

Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest

Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!

Equity Bottom-Up

<ul>
<li>The balance sheet is in great shape and could fund a much more aggressive growth strategy (or higher shareholder returns)</li>
<li>JT lags peers in the higher growth vape &amp; oral markets. <em>Ploom X</em> needs investment to be a global hit. The balance sheet can easily fund both</li>
<li>Why bullish? The stock is trading cheap and offering a higher yield than its five-year average</li>
</ul>


The balance sheet is in great shape and could fund a much more aggressive growth strategy (or higher shareholder returns)
JT lags peers in the higher growth vape &amp; oral markets. Ploom X needs investment to be a global hit. The balance sheet can easily fund both
Why bullish? The stock is trading cheap and offering a higher yield than its five-year average


Japan Tobacco (2914) | Time to Work the Balance Sheet