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|US Stocks Fall on Consumer Fears; JAPAN X: Hitachi Inspires with Mgmt Incentive Scheme

US Small Banks - New HFD Shows 76% of New Loans Are CRE in Recent Week | CRE Loans at 2.9x Capital

US Banks - Weekly Data: Mortgage Loan Rates A New High, Loan Volume Index Approaches 1990 Further

ASICS (7936) | Running Is Recession Proof

Asics (7936) | It's a Marathon, Not a Sprint

Equity Bottom-Up

<ul>
<li>Asics is due to report on 8th August. We expect another strong quarter and guidance revision</li>
<li>Recent results from Nike bode well for Asics – declining inventories and strong top line performance in China</li>
<li>We believe that higher operating margins will be the key stock driver and see 10% upside to fair value</li>
</ul>


Asics is due to report on 8th August. We expect another strong quarter and guidance revision
Recent results from Nike bode well for Asics – declining inventories and strong top line performance in China
We believe that higher operating margins will be the key stock driver and see 10% upside to fair value


Asics (7936) | Q2 Preview; Guidance Revision

ASICS Corp

Asics (7936) | Q2 Preview; Guidance Revision