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.

Mitsubishi Heavy Industries (7011) | New Nuclear Deal

MHI (7011) | The Time to Act on Energy Transition

Equity Bottom-Up

<ul>
<li>We believe KEPCO is well-positioned within the utility sector to benefit from growing support for nuclear restarts among policy makers and the general public</li>
<li>Given its substantial nuclear power generating capacity, KEPCO will likely see best-in-class balance sheet and cash flow-generation over the next several years.</li>
<li>This puts KEPCO well ahead of peers in terms of both environmental credentials and attractive shareholder returns.</li>
</ul>


We believe KEPCO is well-positioned within the utility sector to benefit from growing support for nuclear restarts among policy makers and the general public
Given its substantial nuclear power generating capacity, KEPCO will likely see best-in-class balance sheet and cash flow-generation over the next several years.
This puts KEPCO well ahead of peers in terms of both environmental credentials and attractive shareholder returns.


Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Kansai Electric Power

Kansai Electric | Growing Support for Nuclear Restarts; Bullish