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.

Shidax (4837) - Mgmt Lowers F'casts So Family Can MBO Minorities Cheap. Offensive Governance.

Shidax (4837) - Nikkei Scoops MBO (Anncmt Post-Close), Family Wants to Buy at ¥800 Which Is Too Low

Shidax Outlook May Change - Better Governance Matters

Thematic (Sector/Industry)

<ul>
<li>Japanese stocks have maintained their positive start to the year. The Nikkei average rose by +1.1% on the week with chip stocks leading the gains.</li>
<li>Money Forward was up +19% on strong Q4 sales (+42% YoY); Adjusted EBITDA at record high of 1.2 billion yen</li>
<li>Activist Oasis wants a say on Shidax MBO; Earnings season kicks up a gear next week</li>
</ul>


Japanese stocks have maintained their positive start to the year. The Nikkei average rose by +1.1% on the week with chip stocks leading the gains.
Money Forward was up +19% on strong Q4 sales (+42% YoY); Adjusted EBITDA at record high of 1.2 billion yen
Activist Oasis wants a say on Shidax MBO; Earnings season kicks up a gear next week


Japan Weekly | Money Forward, Advantest Top Performers