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>Toho: 3D Investment Partners lifted stake to 21.2%, intensifying pressure on governance reforms amid repeated scandals and delayed committee findings.</li>
<li>Inui: Miri Capital built a 7.3% stake; real estate assets near Ginza could be key catalyst beyond cyclical shipping earnings.</li>
<li>Nihon Tokushu and Kitagawa: Both trade at low multiples with strong balance sheets; activist stakes suggest potential for event-driven value realisation.</li>
</ul>


Toho: 3D Investment Partners lifted stake to 21.2%, intensifying pressure on governance reforms amid repeated scandals and delayed committee findings.
Inui: Miri Capital built a 7.3% stake; real estate assets near Ginza could be key catalyst beyond cyclical shipping earnings.
Nihon Tokushu and Kitagawa: Both trade at low multiples with strong balance sheets; activist stakes suggest potential for event-driven value realisation.


Japan Activist Briefs | Governance Battles and Hidden Asset Plays