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 | Fast Retailing, Disco, Nidec

Good Morning Japan | Hopes Dashed but Resilience Evident

Nidec (6594) | Q1 to Beat on Falling Raw Material Costs

Nidec (6594 JP) | The Second Coming of Nagamori

Gravity Works As WeWork Doesn't; Now Plan B

Equity Bottom-Up

<ul>
<li>Nidec reported 1Q earnings with clear evidence that near-turn earnings have bottomed. Now the market can focus on what matters, E-Axles </li>
<li>The E-Axle outlook strong than ever across demand, production, and profitability  </li>
<li>We are bullish on the stock at 30x forward earnings versus the 5-year average of 55x, especially as China accelerates policies to drive EV adoption</li>
</ul>


Nidec reported 1Q earnings with clear evidence that near-turn earnings have bottomed. Now the market can focus on what matters, E-Axles 
The E-Axle outlook strong than ever across demand, production, and profitability  
We are bullish on the stock at 30x forward earnings versus the 5-year average of 55x, especially as China accelerates policies to drive EV adoption


Nidec (6594) | The Number One EV Play in Japan

Nidec Corp

Nidec (6594) | The Number One EV Play in Japan