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.

Ohayo Japan| Global Rate Hikes; SPX Rise Despite Powell; NUGGET: Daikin(6367)- Global Best in Class

Ohayo Japan|Chips Sell Off; Micron Calls Memory Bottom; NUGGET: Katitas(8919)-Future Looks Bright

Ohayo Japan| Fed Watch: Now for Hawkish Hold; Advantest Miss; NUGGET: JP Executives Not Incentivized

Advantest (6857) | Key Beneficiary of AI Tailwinds

Equity Bottom-Up

<ul>
<li>Advantest's stock has doubled in the past two months, outperforming even Nvidia, indicating a potential peak in momentum</li>
<li>Near term technical indicators suggest the stock could be running out of steam, with few catalysts ahead of July Q1 earnings</li>
<li>The stock is trading at a significant premium to Japanese-listed SPE peers and its historical EV/EBIT multiple of 15x</li>
</ul>


Advantest's stock has doubled in the past two months, outperforming even Nvidia, indicating a potential peak in momentum
Near term technical indicators suggest the stock could be running out of steam, with few catalysts ahead of July Q1 earnings
The stock is trading at a significant premium to Japanese-listed SPE peers and its historical EV/EBIT multiple of 15x


Advantest (6857) | Time to Cash in the Chips?

Advantest Corp

Advantest (6857) | Time to Cash in the Chips?