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.

Shiseido (4911 JP) | Q2 Results Will Make Analysts Blush

Lasertec(6920): Tailwinds Intensify - From ASML Outlook Upgrade to Lower Inflation

Tokyo Electron (8035) | WFE Scenarios Suggest Stock May Have Hit Bottom

Lasertec (6920) | ASML Shrugs off the Tech Recession

Thematic (Sector/Industry)

<ul>
<li>It has been a positive week for Japanese equities, especially the tech, consumer and industrial names that we keep a watchful eye on.</li>
<li>One hundred out of the 120 stocks that we have on our watchlist recorded positive gains, with a median return of 3.5%</li>
<li>Are we in a bull market? 90 of the names are trading above the 50d Moving Average. Lasertec is looking the most stretched: 47% above the 50d</li>
</ul>


It has been a positive week for Japanese equities, especially the tech, consumer and industrial names that we keep a watchful eye on.
One hundred out of the 120 stocks that we have on our watchlist recorded positive gains, with a median return of 3.5%
Are we in a bull market? 90 of the names are trading above the 50d Moving Average. Lasertec is looking the most stretched: 47% above the 50d


Japan Weekly | A Bull Market? Shiseido, TEL, Lasertec