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 | Mitsubishi Motors, Mercari, Panasonic, Z Holdings

Good Morning Japan |Stealth Bull Market ? Friday's CPI Print in Focus

Japan Weekly | The Deflationary Macro Read; SONY; What's up with Auto Stocks

Equity Bottom-Up

<ul>
<li>The stock price of Mitsubishi Motors has been driven by exposure to the weak Japanese yen and the sharp recovery in ASEAN auto sales </li>
<li>The valuation at 1x book is now at a premium versus the sector and its historical average</li>
<li>We believe that the 2H could be an uphill battle against rising petrol prices and weakening consumer confidence in the core markets</li>
</ul>


The stock price of Mitsubishi Motors has been driven by exposure to the weak Japanese yen and the sharp recovery in ASEAN auto sales 
The valuation at 1x book is now at a premium versus the sector and its historical average
We believe that the 2H could be an uphill battle against rising petrol prices and weakening consumer confidence in the core markets


Mitsubishi Motors (7211) | Take Your Foot off the Gas