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>Takuma presents an undervalued investment opportunity with strong financials, and a robust balance sheet. The focus on environmental solutions position it to capitalize on the demand for carbon neutrality.</li>
<li>The recent involvement of AVI Japan as activist investors adds an exciting catalyst to Takuma's investment case. We expect AVI to work with management to unlock further value.</li>
<li>Takuma's management is targeting enhanced profitability by transitioning from a more volatile EPC model to a recurring revenue-driven approach centred on O&amp;M. Attractive valuations underpin our bullish view.</li>
</ul>


Takuma presents an undervalued investment opportunity with strong financials, and a robust balance sheet. The focus on environmental solutions position it to capitalize on the demand for carbon neutrality.
The recent involvement of AVI Japan as activist investors adds an exciting catalyst to Takuma's investment case. We expect AVI to work with management to unlock further value.
Takuma's management is targeting enhanced profitability by transitioning from a more volatile EPC model to a recurring revenue-driven approach centred on O&amp;M. Attractive valuations underpin our bullish view.


Takuma (6031) | AVI to Turn Waste into Wealth

Takuma Co Ltd

Takuma (6031) | AVI to Turn Waste into Wealth