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.

Kubota (6326) | Small Tractors...big Problem

Kubota (6326 JP) | US Housing Risk to Big to Ignore

Equity Bottom-Up

<ul>
<li>We turn bullish on Kubota. Macro indicators point to stabilization </li>
<li>Management guidance for 2023 surprised the market, but we think it is realistic</li>
<li>We think that quarterly results will be a catalyst to convince investors that profitability is improving</li>
</ul>


We turn bullish on Kubota. Macro indicators point to stabilization 
Management guidance for 2023 surprised the market, but we think it is realistic
We think that quarterly results will be a catalyst to convince investors that profitability is improving


Kubota Corp

Kubota (6326) | Signs of Stability