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.

Komatsu (6301) | A Winning Bet on Onshoring and Electrification

Ohayo Japan| Equities Fall Amid Yield Rise; JAPAN X: Japan Startups Look Beyond Home for IPO Success

Komatsu (6301) | 6% TSR and Clean Energy Winner

Komatsu(6301) | Post 2Q Earnings – BACKTEST STILL Says over 45% Upside

Komatsu (6301) | Plenty of Gas in the Tank

Komatsu (6301) | Back Test Suggests 56% Upside from Here

Equity Bottom-Up

<ul>
<li>We remain bullish on Komatsu despite returning a positive 37% return over the past year. </li>
<li>Q1 results are likely to exceed expectations and guidance is likely to be cautious, due to forex, pricing and cost factors.</li>
<li>Komatsu is still attractively valued compared to its peers and historical averages, and has 20% upside potential.</li>
</ul>


We remain bullish on Komatsu despite returning a positive 37% return over the past year. 
Q1 results are likely to exceed expectations and guidance is likely to be cautious, due to forex, pricing and cost factors.
Komatsu is still attractively valued compared to its peers and historical averages, and has 20% upside potential.


Komatsu (6301) | The Back Test Worked. Now What?

Komatsu Ltd

Komatsu (6301) | The Back Test Worked. Now What?