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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The broader Japanese equity index ended the week -2.2% lower; business activity is slowing at the same time global interest rates are likely to remain higher for longer.</li>
<li>Despite the headline negativity, Sankyo put out some bullish 1H guidance, increased divs and executed a large buyback</li>
<li>Nippon Active Value have gone substantial on Ishihara Chemical with a 5% stake</li>
</ul>


The broader Japanese equity index ended the week -2.2% lower; business activity is slowing at the same time global interest rates are likely to remain higher for longer.
Despite the headline negativity, Sankyo put out some bullish 1H guidance, increased divs and executed a large buyback
Nippon Active Value have gone substantial on Ishihara Chemical with a 5% stake


Japan Weekly | Sankyo the Big Winner; New Activist Stake in Ishihara Chem