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 Financials / Thematic (Sector/Industry)

<ul>
<li>Market Watch: Topix Index gained 0.6% WoW, influenced by Treasury yields and interest rate discussions, while individual stock movements were largely impacted by earnings reports</li>
<li>Major Movers: Trend Micro surged 19.6% on strong Q3 results and a ¥140 billion total shareholder return plan. Screen and Mazda rose 15% and 13.5%, driven by positive profit outlooks</li>
<li>Activist Watch: Oasis Management surprises with a 6.42% stake in Itochu Techno Solutions despite Itochu's TOB completion &amp; Share consolidation announcement. Oasis likely to contest valuation in Court.</li>
</ul>


Market Watch: Topix Index gained 0.6% WoW, influenced by Treasury yields and interest rate discussions, while individual stock movements were largely impacted by earnings reports
Major Movers: Trend Micro surged 19.6% on strong Q3 results and a ¥140 billion total shareholder return plan. Screen and Mazda rose 15% and 13.5%, driven by positive profit outlooks
Activist Watch: Oasis Management surprises with a 6.42% stake in Itochu Techno Solutions despite Itochu's TOB completion &amp; Share consolidation announcement. Oasis likely to contest valuation in Court.


Japan Weekly | Trend Micro, Screen, Mazda, Itochu-Techno