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 Communication services / Thematic (Sector/Industry)

<ul>
<li>Japanese equity indices and 10-year JGB yields remain flat as overseas markets benefit from positive earnings and softer labor data in the US.</li>
<li>Topix 500 earnings reports influence individual equity movements with around 50% reported; remainder expected next week.</li>
<li>Notable stock movements include Relo Group (+22%), Kose (+22%), and Kawasaki Heavy Industries (+21%), with earnings exceeding expectations, while Seibu Holdings (-16%) faces uncertainties in its real estate strategy.</li>
</ul>


Japanese equity indices and 10-year JGB yields remain flat as overseas markets benefit from positive earnings and softer labor data in the US.
Topix 500 earnings reports influence individual equity movements with around 50% reported; remainder expected next week.
Notable stock movements include Relo Group (+22%), Kose (+22%), and Kawasaki Heavy Industries (+21%), with earnings exceeding expectations, while Seibu Holdings (-16%) faces uncertainties in its real estate strategy.


Japan Weekly | Relo, KHI, Kose, Yokogawa