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.

Kanadevia (7004): Value at High Margin Decarbon Tech

Equity Bottom-Up

<ul>
<li>City Index acquired 5.11% of Nippon Paper, likely targeting undervalued real estate and forestry assets alongside structural reforms and potential asset disposals. </li>
<li>Oasis Management acquired over 5% of Kanadevia, focusing on operational improvements, restructuring weaker businesses, and unlocking value from environmental and WtE operations. </li>
<li>Oasis Management disclosed a 5.39% stake in Ichikoh, potentially seeking governance improvements or encouraging a future buyout by parent company Valeo.</li>
</ul>


City Index acquired 5.11% of Nippon Paper, likely targeting undervalued real estate and forestry assets alongside structural reforms and potential asset disposals. 
Oasis Management acquired over 5% of Kanadevia, focusing on operational improvements, restructuring weaker businesses, and unlocking value from environmental and WtE operations. 
Oasis Management disclosed a 5.39% stake in Ichikoh, potentially seeking governance improvements or encouraging a future buyout by parent company Valeo.


Japan Activist Briefs | Kanadevia, Nippon Paper, Ichikoh