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.

Yamaha Motors (7272) | Choppy Waters Ahead

Yamaha Motors (7272 JP) | Staying the Course in Choppy Macro Waters

Equity Bottom-Up

<ul>
<li>Yamaha Motors' stock crashed 9% after a poor quarterly report</li>
<li>However, there were a number of temporary issues impacting costs in the quarter. Management reiterated its guidance for the full year</li>
<li>Given that demand for its marine engines and motorbikes remains on track, we think the stock is too cheap, trading below book value </li>
</ul>


Yamaha Motors' stock crashed 9% after a poor quarterly report
However, there were a number of temporary issues impacting costs in the quarter. Management reiterated its guidance for the full year
Given that demand for its marine engines and motorbikes remains on track, we think the stock is too cheap, trading below book value 


Yamaha Motor

Yamaha Motors (7272 JP) | Back on Track