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.

J Front Retailing (3086) | Still in the Bargain Basement

J Front Gets into Gaming to Drive Young Customers to Buildings

Luxury Boost for Japan's Department Stores

J-Front (3086) | Recent Datapoints Point to High-End Shoppers Loosening the Purse Strings

J Front Retailing Aims High with New Builds in Shibuya and Shinsaibashi

Equity Bottom-Up

<ul>
<li>J Front reported strong Q1 numbers with OP recovering to +¥7.5b from red ink a year ago</li>
<li>The company is reaping the benefits of restructuring and better cost control</li>
<li>A recovery in domestic consumption and the opening of borders will drive further appreciation in the share price</li>
</ul>


J Front reported strong Q1 numbers with OP recovering to +¥7.5b from red ink a year ago
The company is reaping the benefits of restructuring and better cost control
A recovery in domestic consumption and the opening of borders will drive further appreciation in the share price


J Front (3086) | Posts Strong Q1 Numbers as Thesis Plays Out