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.

TOPIX Inclusion Pre-Events: Who Is Ready?

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/link-u-inc" target="_blank" data-smartkarma-citation="entities:29204:1" rel="noopener">Link-U (4446 JP)</a>  is a young, fast-growing technology company in an attractive sector. Indications are that the company has a strong moat around costs and switching, both of which can combine to get clients on the platform and keep them there. Management is focused on growth and is focused on certain niche areas withing their sphere of competence and skill. The shift to the TSE 1st section in July 2020 should increase visibility as the company moves to build out its infrastructure, expand its engineering talent, and grow its business lines under a management team that is properly aligned with the company’s performance.

Link-U (4446 JP)  is a young, fast-growing technology company in an attractive sector. Indications are that the company has a strong moat around costs and switching, both of which can combine to get clients on the platform and keep them there. Management is focused on growth and is focused on certain niche areas withing their sphere of competence and skill. The shift to the TSE 1st section in July 2020 should increase visibility as the company moves to build out its infrastructure, expand its engineering talent, and grow its business lines under a management team that is properly aligned with the company’s performance. 

Small Cap Growth: Link-U (4446) – Undercutting AWS