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) | Green Transition Bonds

Equity Bottom-Up

Mitsubishi Heavy Industries / Equity Bottom-Up

<ul>
<li>MHI reported a strong 7% growth in the order backlog to ¥5,500 billion</li>
<li>MHI is a beneficiary of the global energy crisis, geared into gas turbine and nuclear supply chains</li>
<li>The stock is trading below book value (10 year average 1x) at a time when the core energy order book is as strong as ever</li>
</ul>


MHI reported a strong 7% growth in the order backlog to ¥5,500 billion
MHI is a beneficiary of the global energy crisis, geared into gas turbine and nuclear supply chains
The stock is trading below book value (10 year average 1x) at a time when the core energy order book is as strong as ever


Mitsubishi Heavy (7011 JP) | Just Getting (Re)Started