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 | US Thanksgiving but Rally Continues in Europe

Good Morning Japan | Fed Raised Hopes-Dashed by Jobs but PMI Supportive

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

Suzuki (7269 JT) | Way Too Cheap Ahead of 2Q Earnings – India’s Maruti (MSIL IN) Shows the Way

Suzuki (7269) | Small Cars at Tiny Valuations

Suzuki’s NAV Discount And Implied Stub Plumb New Lows. Again

Equity Bottom-Up

<ul>
<li>Suzuki is our top pick in the auto sector in Japan as a key beneficiary of strong demand for autos in India</li>
<li>Suzuki reported better-than-expected 2Q earnings – but the stock price has not reacted</li>
<li>Suzuki remains mispriced. Suzuki’s market cap is negative if we strip out the value of Maruti</li>
</ul>


Suzuki is our top pick in the auto sector in Japan as a key beneficiary of strong demand for autos in India
Suzuki reported better-than-expected 2Q earnings – but the stock price has not reacted
Suzuki remains mispriced. Suzuki’s market cap is negative if we strip out the value of Maruti


Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE

Suzuki Motor

Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE