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 Industrials / Thematic (Sector/Industry)

<ul>
<li>Early gains in US stocks fizzles out; Vix volatility index remains elevated at around 28 points</li>
<li>Mixed bag of Japanese earnings; auto makers Honda and Mazda both post decent numbers on yen weakness and just having the right product in the market</li>
<li>Super Micro shares dropped 15% on Q4 results, highlighting supply-chain issues. This creates a potential buy opportunity for Nidec, down 12% since Q1.</li>
</ul>


Early gains in US stocks fizzles out; Vix volatility index remains elevated at around 28 points
Mixed bag of Japanese earnings; auto makers Honda and Mazda both post decent numbers on yen weakness and just having the right product in the market
Super Micro shares dropped 15% on Q4 results, highlighting supply-chain issues. This creates a potential buy opportunity for Nidec, down 12% since Q1.


Ohayo Japan | US Recovery Fizzles Out; Not so Super Micro