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.

Thematic (Sector/Industry)

<ul>
<li>Arm Holdings shares +47% on surprise earnings announcement, suggesting AI driving a recovery in the industry</li>
<li>Shimizu Corporation, Taisei Corporation and Toray lowered their forecasts due to rising material costs and deteriorating market conditions. NTT reported lower than expected profits. </li>
<li>Subaru raised their forecast on higher US sales. Daifuku also revised up their forecast on strong EV investment.</li>
</ul>


Arm Holdings shares +47% on surprise earnings announcement, suggesting AI driving a recovery in the industry
Shimizu Corporation, Taisei Corporation and Toray lowered their forecasts due to rising material costs and deteriorating market conditions. NTT reported lower than expected profits. 
Subaru raised their forecast on higher US sales. Daifuku also revised up their forecast on strong EV investment.


Ohayo Japan | ARM Flexes AI Muscles