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.

Ohayo Japan |Stocks Soar on Debt Resolution/Jobs/China; NUGGET: Where Nvidia Goes, Advantest Follows

Kawasaki Heavy (7012) | Hydrogen Strategy Ignites Stock Market

Ohayo Japan| Lower Rates, Higher Stocks; Crypto Optimism; NUGGET: Hydrogen Future - KHI(7012)Revisit

Equity Bottom-Up

Kawasaki Heavy Industries / Equity Bottom-Up

<ul>
<li>We are bullish on KHI and see around 40% upside for the share price</li>
<li>Over the next two years, we expect strong profit growth on recovery in aircraft parts, jet engines and military equipment</li>
<li>KHI is likely to be a key beneficiary of the Hydrogen economy and is well placed to build a new earnings driver over the next decade</li>
</ul>


We are bullish on KHI and see around 40% upside for the share price
Over the next two years, we expect strong profit growth on recovery in aircraft parts, jet engines and military equipment
KHI is likely to be a key beneficiary of the Hydrogen economy and is well placed to build a new earnings driver over the next decade


Kawasaki Heavy Ind (7012) | Building a Hydrogen Society