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.

Keyence(6861 JP) | The Rise of the Phoenix – A Company like No Other

Equity Bottom-Up

<ul>
<li>The stock has been hit by rising inflation and interest rates. Now is the time to buy</li>
<li>Keyence is well placed to weather the storm given it has pricing power, high margins, and low capital intensity</li>
<li>The P/B valuation of 6x is now back to a normalised range and the stock trades at a discount to global peers. </li>
</ul>


The stock has been hit by rising inflation and interest rates. Now is the time to buy
Keyence is well placed to weather the storm given it has pricing power, high margins, and low capital intensity
The P/B valuation of 6x is now back to a normalised range and the stock trades at a discount to global peers. 


Keyence (6861 JP) | 3 Reasons to Ignore Inflation and Rising Rates

Keyence Corp

Keyence (6861 JP) | 3 Reasons to Ignore Inflation and Rising Rates