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.

ASKA Pharmaceutical (4886) | Healthy Returns

Japan Activist Briefs | Hogy Medical, Sharing Tech

Thematic (Sector/Industry)

Japan Materials / Thematic (Sector/Industry)

<ul>
<li>Investor activism and undervaluation are driving renewed interest in the steel sector, with Aichi and Yodogawa Steel facing pressure to unlock shareholder value.</li>
<li>Asset Value increased their stake in Sharing Tech. It ticks a lot of boxes: strong growth, high profitability, robust cash reserves, &amp; shareholder-friendly policies.</li>
<li>Nippon Active Value increased its stake in ASKA Pharma due to its strong fundamentals, undervaluation, profitability, and potential for shareholder value enhancement through cross-shareholding reductions.</li>
</ul>


Investor activism and undervaluation are driving renewed interest in the steel sector, with Aichi and Yodogawa Steel facing pressure to unlock shareholder value.
Asset Value increased their stake in Sharing Tech. It ticks a lot of boxes: strong growth, high profitability, robust cash reserves, &amp; shareholder-friendly policies.
Nippon Active Value increased its stake in ASKA Pharma due to its strong fundamentals, undervaluation, profitability, and potential for shareholder value enhancement through cross-shareholding reductions.


ASKA Pharmaceutical Holdings Co Ltd (4886 JP)

Japan Activist Briefs | Aichi Steel, Yodogawa Steel