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.

MHI (7011) | The Time to Act on Energy Transition

Good Morning Japan | Bulls Still in Charge

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Mitsubishi Heavy Industries (7011) | Green Transition Bonds

Mitsubishi Heavy Industries (7011) | Three Reasons to BUY

Equity Bottom-Up

Mitsubishi Heavy Industries / Equity Bottom-Up

<ul>
<li>MHI remains our top pick on the energy transition in Japan and globally</li>
<li>The new next-gen nuclear reactor will be a significant improvement on the current technology and help Japan to become carbon neutral</li>
<li>We believe the stock is a bargain at book value and should be picked up on any correction</li>
</ul>


MHI remains our top pick on the energy transition in Japan and globally
The new next-gen nuclear reactor will be a significant improvement on the current technology and help Japan to become carbon neutral
We believe the stock is a bargain at book value and should be picked up on any correction


Mitsubishi Heavy Industries (7011) | New Nuclear Deal