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.

Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense

Thematic (Sector/Industry)

Japan Consumer staples / Thematic (Sector/Industry)

<ul>
<li>Oasis has launched a hostile campaign against Tsuruha, one of the largest drug store chains in Japan</li>
<li>The company’s corporate governance needs a serious overhaul - the board is entrenched and dominated by the founding families</li>
<li>Shareholders will need to elect a Board with more independence and a greater skillset to navigate industry consolidation</li>
</ul>


Oasis has launched a hostile campaign against Tsuruha, one of the largest drug store chains in Japan
The company’s corporate governance needs a serious overhaul - the board is entrenched and dominated by the founding families
Shareholders will need to elect a Board with more independence and a greater skillset to navigate industry consolidation


Japan Weekly | Oasis Prescribe New Medicine for Tsuruha