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.

Korea Small Cap Gem #22: YMC (Beneficiary of China's Restriction of Gallium Exports)

Is China's Boycott of Germanium Gallium to the US Meaningful?

Equity Bottom-Up

<ul>
<li>Samco is a beneficiary of rising power semiconductor investment for electric vehicles</li>
<li>The company is focused on SPE equipment for the growing silicon carbide power chip market</li>
<li>New investment from the likes of Mitsubishi Electric should drive structural growth for SiC equipment</li>
</ul>


Samco is a beneficiary of rising power semiconductor investment for electric vehicles
The company is focused on SPE equipment for the growing silicon carbide power chip market
New investment from the likes of Mitsubishi Electric should drive structural growth for SiC equipment


Samco (6387) | Specialist in Silicon Carbide Equipment for Power Chips

Samco Inc

Samco (6387) | Specialist in Silicon Carbide Equipment for Power Chips