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.

Nidec (6594) Turns Vinegar to Wine as Takisawa Machine Tool (6121) Agrees To Takeover

Nidec (6594) Goes Hostile On Takisawa Machine Tool (6121) - I've Got 🍿🍿

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS: SPX +0.1% UST Yields 4.25%(down !) on hot August CPI Print; UAW plans strike strategy as no deal yet with US Big 3 autos; China vs Apple: Confused messaging. </li>
<li>JAPAN:  NKY Futs -0.2% vs Cash; USDJPY 147.5; Kishida focuses on wage hikes after cabinet reshuffle; Softbank wins on ARM - prices at $51;  Fanuc to SELL at GS.</li>
<li>JAPAN X:  Kirin (and Sapporo) Embrace AI for Demand Forecasting. We think that this trend in Japan will only increase - with positive implications for margins and profits. </li>
</ul>


OVERSEAS: SPX +0.1% UST Yields 4.25%(down !) on hot August CPI Print; UAW plans strike strategy as no deal yet with US Big 3 autos; China vs Apple: Confused messaging. 
JAPAN:  NKY Futs -0.2% vs Cash; USDJPY 147.5; Kishida focuses on wage hikes after cabinet reshuffle; Softbank wins on ARM - prices at $51;  Fanuc to SELL at GS.
JAPAN X:  Kirin (and Sapporo) Embrace AI for Demand Forecasting. We think that this trend in Japan will only increase - with positive implications for margins and profits. 


Ohayo Japan: Hot Inflaton Print...Ignored! JAPAN X: Kirin's AI to Revolutionize Production Planning