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)

<ul>
<li>
 Sansan (4443): Ichigo keeps building its stake as revenue growth remains resilient despite AI concerns, with valuation broadly in line with global SaaS peers.</li>
<li>
 A&amp;D Holon (7745): Strategic Capital continues accumulating aggressively, with portfolio restructuring the likely catalyst for a stock that still screens cheaply versus peers.</li>
<li>
Japan Pure Chemical (4973): Hibiki selling after a successful campaign, but the removal of the overhang leaves investors with an attractive AI semiconductor materials growth story</li>
</ul>



 Sansan (4443): Ichigo keeps building its stake as revenue growth remains resilient despite AI concerns, with valuation broadly in line with global SaaS peers.

 A&amp;D Holon (7745): Strategic Capital continues accumulating aggressively, with portfolio restructuring the likely catalyst for a stock that still screens cheaply versus peers.

Japan Pure Chemical (4973): Hibiki selling after a successful campaign, but the removal of the overhang leaves investors with an attractive AI semiconductor materials growth story


Japan Activism Briefs | SanSan, A&D Holon, Japan Pure Chemical