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.

Japan Weekly | Lasertec, Muji, Disco, Shimano

Good Morning Japan | Inflation Slain? = Buy Everything Rally

Lasertec(6920): Tailwinds Intensify - From ASML Outlook Upgrade to Lower Inflation

Lasertec (6920) | A Monopoly with a Long Runway

Equity Bottom-Up

<ul>
<li>ASML, a key supplier of EUV semicon equipment, reported better-than-expected third-quarter sales and profit along with record new bookings</li>
<li>CEO Peter Wennink said customers were focusing on plans to expand their long-term capacity, rather than the current economic slowdown and weakness in end-markets</li>
<li>That should be music to the ears of Lasertec shareholders. The stock has plummeted 49% so far this year. Valuations are attractive</li>
</ul>


ASML, a key supplier of EUV semicon equipment, reported better-than-expected third-quarter sales and profit along with record new bookings
CEO Peter Wennink said customers were focusing on plans to expand their long-term capacity, rather than the current economic slowdown and weakness in end-markets
That should be music to the ears of Lasertec shareholders. The stock has plummeted 49% so far this year. Valuations are attractive


Lasertec (6920) | ASML Shrugs off the Tech Recession

Lasertec Corp

Lasertec (6920) | ASML Shrugs off the Tech Recession