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>Oasis Management disclosed a 5.2% stake, increasing pressure on Casio to improve capital efficiency and strategic clarity.</li>
<li>City Index disclosed a 5.1% stake, signalling intent to drive value at Nittoku via capital return and improved governance.</li>
<li>3D Investment continue to add to Square Enix position. 3D and Dalton likely to target weak margins, bloated cash, and capital inefficiency - lots to work with.</li>
</ul>


Oasis Management disclosed a 5.2% stake, increasing pressure on Casio to improve capital efficiency and strategic clarity.
City Index disclosed a 5.1% stake, signalling intent to drive value at Nittoku via capital return and improved governance.
3D Investment continue to add to Square Enix position. 3D and Dalton likely to target weak margins, bloated cash, and capital inefficiency - lots to work with.


Casio Computer

Japan Activism Briefs | Casio, Nittoku