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 |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?

Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling

Shimano (7309) | Six Reasons to Stay Bullish

Equity Bottom-Up

<ul>
<li>Shimano's stock has declined by 26% YTD reflecting concerns over an economic recession and sales normalization post pandemic</li>
<li>We believe that Shimano is a key beneficiary of government policy aimed at decarbonization</li>
<li>We analyse Shimano's core value drivers and see at around 23% upside for the stock</li>
</ul>


Shimano's stock has declined by 26% YTD reflecting concerns over an economic recession and sales normalization post pandemic
We believe that Shimano is a key beneficiary of government policy aimed at decarbonization
We analyse Shimano's core value drivers and see at around 23% upside for the stock


Shimano (7309) | Value Drivers in an Age of Sobriety

Shimano Inc

Shimano (7309) | Value Drivers in an Age of Sobriety