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.

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

Thematic (Sector/Industry)

Japan Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX up again as Tech pushes stocks higher;  Biden off to G7 in Japan as market expect a deal on return; Walmart lifts Sales, spurring optimism; Fed Hawks back</li>
<li>JAPAN.  NKY Futs +1.1% vs Cash;  As Japan Prepares for G7 Meeting, PM Kishida woos Global Semi CEOs; Panasonic tgts 200GW batteries by 2030; Ricoh-Toshiba merge OA-Expect more OA Consolidation. </li>
<li>NUGGET. Digital Transformation Japan - Still lots to do but legislation passed to expand DX that promotes the expansion in the use of My Number</li>
</ul>


OVERSEAS.  SPX up again as Tech pushes stocks higher;  Biden off to G7 in Japan as market expect a deal on return; Walmart lifts Sales, spurring optimism; Fed Hawks back
JAPAN.  NKY Futs +1.1% vs Cash;  As Japan Prepares for G7 Meeting, PM Kishida woos Global Semi CEOs; Panasonic tgts 200GW batteries by 2030; Ricoh-Toshiba merge OA-Expect more OA Consolidation. 
NUGGET. Digital Transformation Japan - Still lots to do but legislation passed to expand DX that promotes the expansion in the use of My Number


Ohayo Japan |Tech on Fire; Relentless Japan Equity Bid;NUGGET: "My Number" Expansion to Hasten JP DX