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.

Good Morning Japan |RETREAT ! SPX Fails at 4100 (Again) Ahead of Fed; Calls for More Activists in JP

Equity Bottom-Up

<ul>
<li>NEC is geared into two mega-trends that will drive 9% CAGR in EBITDA through 2025 </li>
<li>NEC is a beneficiary of DX (digital transformation) in Japan and global 5G, which are both just starting to take off </li>
<li>NEC Investment Day may be short-term catalyst, but it is the undervaluation relative to the long-term opportunity that is mispriced </li>
</ul>


NEC is geared into two mega-trends that will drive 9% CAGR in EBITDA through 2025 
NEC is a beneficiary of DX (digital transformation) in Japan and global 5G, which are both just starting to take off 
NEC Investment Day may be short-term catalyst, but it is the undervaluation relative to the long-term opportunity that is mispriced 


NEC (6701) | Significantly Undervalued with Upcoming Catalyst

NEC Corp

NEC (6701) | Significantly Undervalued with Upcoming Catalyst