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.

Equity Bottom-Up

<ul>
<li>Kansai Paint: Silchester’s 5.05% stake targets valuation gaps versus global peers, though short-term supply chain tensions in the Middle East warrant a cautious, patient entry.</li>
<li>Casio Computer: 3D Investment Partners aims to unlock value by addressing suboptimal capital allocation and under levered balance sheets to improve G-Shock’s parent company returns.</li>
<li>Tosei Corporation: Activists are circling this cash-generative real estate platform, seeking to optimize capital efficiency and potentially drive a future change of control.</li>
</ul>


Kansai Paint: Silchester’s 5.05% stake targets valuation gaps versus global peers, though short-term supply chain tensions in the Middle East warrant a cautious, patient entry.
Casio Computer: 3D Investment Partners aims to unlock value by addressing suboptimal capital allocation and under levered balance sheets to improve G-Shock’s parent company returns.
Tosei Corporation: Activists are circling this cash-generative real estate platform, seeking to optimize capital efficiency and potentially drive a future change of control.


Japan Activist Briefs | Kansai Paint, Casio, Tosei