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>Z HD's stock has been heavily sold with other tech stocks amid a rising interest rate environment</li>
<li>However, we believe that the 3 core business segments are all performing strongly and will continue to gain share</li>
<li>Using global comps, we believe that Z HD has more than 100% upside and is the top pick in the online space in Japan</li>
</ul>


Z HD's stock has been heavily sold with other tech stocks amid a rising interest rate environment
However, we believe that the 3 core business segments are all performing strongly and will continue to gain share
Using global comps, we believe that Z HD has more than 100% upside and is the top pick in the online space in Japan


Z Holdings (4689) | SOTP Reveals Huge Upside

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Z Holdings (4689) | SOTP Reveals Huge Upside