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)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Dow loses over 500 points, its biggest daily loss in over 10 months, as Treasury yields surged 14bps to 4.3%</li>
<li>Shimano announces disappointing 2024 earnings guidance, well short of street estimates. Perhaps time to do more on capital allocation</li>
<li>Sapporo looks like it is bowing to pressure from activist, 3D Partners, regarding a potential sale of non-core real estate</li>
</ul>


Dow loses over 500 points, its biggest daily loss in over 10 months, as Treasury yields surged 14bps to 4.3%
Shimano announces disappointing 2024 earnings guidance, well short of street estimates. Perhaps time to do more on capital allocation
Sapporo looks like it is bowing to pressure from activist, 3D Partners, regarding a potential sale of non-core real estate


Ohayo Japan | Inflation Hits Stocks; Shimano Hits a Pothole