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.

Good Morning Japan |Hawkish ECB + US Retail Miss Fan Recession Fears - Equities Take It on the Chin

Good Morning Japan | No Shortage of Equity Negative News; BOJ to Stay Pat; Bullish 2023 ?

Good Morning Japan |SPX Break Out In Sight ! ; PCE Inflation Delivers; Fed +25bps ? ; Awful INTEL

Equity Bottom-Up

<ul>
<li>Omron is a structural growth stock that has fallen by 39% YTD reflecting near term risks to growth and margins</li>
<li>We believe that Omron is a major beneficiary of continued investment in automation and the shift to Industry 4.0</li>
<li>We analyse Omron’s core value drivers – revenue, margins, risk and reinvestment – and see 35% upside</li>
</ul>


Omron is a structural growth stock that has fallen by 39% YTD reflecting near term risks to growth and margins
We believe that Omron is a major beneficiary of continued investment in automation and the shift to Industry 4.0
We analyse Omron’s core value drivers – revenue, margins, risk and reinvestment – and see 35% upside


Omron (6645) | Key Beneficiary of Industry 4.0

Omron Corp

Omron (6645) | Key Beneficiary of Industry 4.0