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.

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Equity Bottom-Up

Mitsubishi Heavy Industries / Equity Bottom-Up

<ul>
<li>1Q results comfortably beat expectations, with 65% profit growth and record order intake highlighting sustained momentum across Energy Systems and Defence.</li>
<li>Management raised order guidance but left earnings forecasts unchanged, suggesting meaningful upside as the record backlog converts into revenue.</li>
<li>Despite recent gains, MHI remains attractively valued, supported by the gas turbine supercycle, margin expansion, and accelerating defence spending.</li>
</ul>


1Q results comfortably beat expectations, with 65% profit growth and record order intake highlighting sustained momentum across Energy Systems and Defence.
Management raised order guidance but left earnings forecasts unchanged, suggesting meaningful upside as the record backlog converts into revenue.
Despite recent gains, MHI remains attractively valued, supported by the gas turbine supercycle, margin expansion, and accelerating defence spending.


MHI (7011) | Record Orders Reinforce Multi-Year Energy and Defence Growth Story