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.

Equity Bottom-Up

<ul>
<li>Q1 revenue and EBITDA missed expectations, with slowing growth in key business segment and corporate customer adds.</li>
<li>Macroeconomic risks, including US tariffs, may be weighing on business confidence and new customer acquisition.</li>
<li>Valuation now looks attractive, trading at a steep discount to global peers despite similar fundamentals.</li>
</ul>


Q1 revenue and EBITDA missed expectations, with slowing growth in key business segment and corporate customer adds.
Macroeconomic risks, including US tariffs, may be weighing on business confidence and new customer acquisition.
Valuation now looks attractive, trading at a steep discount to global peers despite similar fundamentals.


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