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.

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>
Dentsu Soken: Oasis files 5% ahead of a rumoured take-private; at ¥2,688 per share the deal looks fair and exit likely.</li>
<li>
Hakuhodo: Silchester takes a 5% stake in an undervalued ad group; the real prize is a ¥120bn securities portfolio ripe for return.</li>
<li>
Miura: Silchester backs a cash-generative industrial franchise, mispriced at 12x despite double-digit margins and a credible global expansion.</li>
</ul>



Dentsu Soken: Oasis files 5% ahead of a rumoured take-private; at ¥2,688 per share the deal looks fair and exit likely.

Hakuhodo: Silchester takes a 5% stake in an undervalued ad group; the real prize is a ¥120bn securities portfolio ripe for return.

Miura: Silchester backs a cash-generative industrial franchise, mispriced at 12x despite double-digit margins and a credible global expansion.


Japan Activism Briefs | Dentsu Soken, Hakuhodo, Miura