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.

Rorze (6323) | Outperforming Expectations Despite 200% Share Price Rally

Equity Bottom-Up

<ul>
<li>Rorze’s stock price has risen 35% since we became bullish on the stock in August</li>
<li>Q1 sales and operating profits big miss versus analyst consensus due to slowing semicon capex cycle</li>
<li>We would be buying into any stock weakness with an eye on recovery in 2H23 into 2024</li>
</ul>


Rorze’s stock price has risen 35% since we became bullish on the stock in August
Q1 sales and operating profits big miss versus analyst consensus due to slowing semicon capex cycle
We would be buying into any stock weakness with an eye on recovery in 2H23 into 2024


Rorze Corp

Rorze (6323) | Q1 Miss, Buying Opp