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 |More Bank Relief as SPX Gains 0.2%; NUGGET: Softbank- Just Can't Catch a Break

Seven & I Finally Making E-Commerce Work? 7Now at 5,000 Stores and Perfect for SIP

Good Morning Japan |Energy Leads SPX to Gains; NUGGET: Watch FY3/24 JP Payout Ratios-The Heat Is On!

Equity Bottom-Up

<ul>
<li>Seven &amp; I has revamped its corporate board and announced an updated MTP that improves capital allocation. However…</li>
<li>Activist investor ValueAct has turned hostile and is seeking to replace the President and three other directors</li>
<li>The stock price has declined by 12% from its year high and we see substantial upside to our intrinsic valuation</li>
</ul>


Seven &amp; I has revamped its corporate board and announced an updated MTP that improves capital allocation. However…
Activist investor ValueAct has turned hostile and is seeking to replace the President and three other directors
The stock price has declined by 12% from its year high and we see substantial upside to our intrinsic valuation


Seven & I Holdings

Seven & I (3382) | New Plan Falls Short