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>Oasis have turned up on the register of Topcon with a 7.3% stake. Topcon are exploring way to enhance corporate value...ie a bidding war for private equity sale</li>
<li>City Index have taken a significant stake in Furukawa Machinery - the company will be under pressure to allocate capital more effectively</li>
<li>City Index have also gone large in Oji Holdings. The company is already doing sensible things to improve its valuation, but there is more to be done. </li>
</ul>


Oasis have turned up on the register of Topcon with a 7.3% stake. Topcon are exploring way to enhance corporate value...ie a bidding war for private equity sale
City Index have taken a significant stake in Furukawa Machinery - the company will be under pressure to allocate capital more effectively
City Index have also gone large in Oji Holdings. The company is already doing sensible things to improve its valuation, but there is more to be done. 


Japan Activist Briefs | Furukawa, Oji