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.

NIDEC Corp. (6594 JP): JP¥1tn Shock Has Not Finished the Job: Price Discovery Is Still Ahead

NIDEC Corp (6594 JP): ¥1.1tn Written Off. PwC Still Won't Sign. AVOID This Headache

Equity Bottom-Up

<ul>
<li>Oasis Management has built a roughly 6.7% stake in Nidec - pushing for a deep overhaul of corporate governance.</li>
<li>Zennor Asset takes 6.5% stake in Obara Group, a niche welding and semiconductor equipment supplier, benefiting from automotive and chip capex recovery</li>
<li>Ascender Capital has disclosed a 5.4% stake in F-code - the Japan DX specialist benefiting from demand for AI-enabled marketing tools, SaaS services and consulting services</li>
</ul>


Oasis Management has built a roughly 6.7% stake in Nidec - pushing for a deep overhaul of corporate governance.
Zennor Asset takes 6.5% stake in Obara Group, a niche welding and semiconductor equipment supplier, benefiting from automotive and chip capex recovery
Ascender Capital has disclosed a 5.4% stake in F-code - the Japan DX specialist benefiting from demand for AI-enabled marketing tools, SaaS services and consulting services


Japan Activism Briefs | Nidec, Obara Group, F-Code

Nidec Corp

Japan Activism Briefs | Nidec, Obara Group, F-Code