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 |Peak Rates Still 5% Post Powell - Beta Roars Back; Inbound-China Excludes Japan

Ohayo Japan| Reality Check from Higher Yields; NUGGET: Yield Game - Japanese Investors on the Hunt

Equity Bottom-Up

<ul>
<li>The share price is roughly flat since we turned Bearish on Nintendo citing concerns that the cycle had peaked</li>
<li>Q2 results released today suggest that the hardware cycle has indeed peaked – Switch hardware guidance cut</li>
<li>We see a lack of catalysts for the stock price over the next several months and remain bearish</li>
</ul>


The share price is roughly flat since we turned Bearish on Nintendo citing concerns that the cycle had peaked
Q2 results released today suggest that the hardware cycle has indeed peaked – Switch hardware guidance cut
We see a lack of catalysts for the stock price over the next several months and remain bearish


Nintendo (7974) | No Christmas Present This Year