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.

Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

Money Forward (3994) | Corporate ARR +55% YoY

Money Forward (3994) | Major Improvement in Corporate Client Acquisition

Money Forward (3994) | SaaS Crash Survivor

Thematic (Sector/Industry)

<ul>
<li>Wage pressures continue to build in Japan. The country's largest employer of part-time workers, AEON, is raising wages. Same goes for systems operator, TIS</li>
<li>It has been a disappointing year for shareholders of Z Holdings - perhaps a management change and new round of restructuring will help</li>
<li>Divergent fortunes for SPE names Screen and Lasertec. Suspect this has more to do with short term positioning. The fundamentals are broadly similar</li>
</ul>


Wage pressures continue to build in Japan. The country's largest employer of part-time workers, AEON, is raising wages. Same goes for systems operator, TIS
It has been a disappointing year for shareholders of Z Holdings - perhaps a management change and new round of restructuring will help
Divergent fortunes for SPE names Screen and Lasertec. Suspect this has more to do with short term positioning. The fundamentals are broadly similar


Japan Weekly | Z Holdings, Money Forward, Screen, Lasertec