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 |Equity Losses Again on Rate Hike Refocus;Japan Earnings Deluge>500 Stocks on Tap

Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120

Good Morning Japan |Equities Waver on Hot PPI Print/Higher Rates; Telsa: Good Vs Bad; ARM IPO Risk?

Tokyo Electron (8035) | Huge Upside if Management Hit Targets

Tokyo Electron (8035) | WFE Scenarios Suggest Stock May Have Hit Bottom

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>TEL 3QF23 operating profit -26% YoY to Y115b, beating analyst estimates</li>
<li>Full year operating profit guidance revised up Y546-&gt;Y580b, ahead of Street estimates</li>
<li>MAGIC - Metaverse, Autonomous mobility, Greentech, IoT, Communication Services - to drive long-term semicon demand</li>
</ul>


TEL 3QF23 operating profit -26% YoY to Y115b, beating analyst estimates
Full year operating profit guidance revised up Y546-&gt;Y580b, ahead of Street estimates
MAGIC - Metaverse, Autonomous mobility, Greentech, IoT, Communication Services - to drive long-term semicon demand


Tokyo Electron

Tokyo Electron (8035) | MAGIC Drivers