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.

Equity Bottom-Up

<ul>
<li>Activist investor, Oasis Management, recently disclosed that they had taken a significant 6.3% stake in the company</li>
<li>I suspect that Oasis don’t need to be overly aggressive with this one. Given the fundamental outlook, we see the financial model delivering double digit earnings growth</li>
<li>After a strong Q1 report, we expect an upward revision to guidance. The stock is cheap at &lt;11x earnings. We see over 30% upside</li>
</ul>


Activist investor, Oasis Management, recently disclosed that they had taken a significant 6.3% stake in the company
I suspect that Oasis don’t need to be overly aggressive with this one. Given the fundamental outlook, we see the financial model delivering double digit earnings growth
After a strong Q1 report, we expect an upward revision to guidance. The stock is cheap at &lt;11x earnings. We see over 30% upside


Seiren (3569) | Synthetic Leather, Real Growth

Seiren Co Ltd

Seiren (3569) | Synthetic Leather, Real Growth