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.

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

Good Morning Japan |Earnings Bonanaza! ; Tesla Rips; AutoSemis in Play;Toyoda @Toyota Passes Baton

Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

Gravity Works As WeWork Doesn't; Now Plan B

Nidec (6594) | The Number One EV Play in Japan

Equity Bottom-Up

<ul>
<li>Nidec slashed its full year operating profit guidance by 48% to 110 billion yen</li>
<li>For Q3, Nidec reported an operating profit of 28 billion yen (-37% YoY), significantly below street expectations (51 billion)</li>
<li>We remain bullish, expecting cost cutting efforts to ignite a profit recovery next year</li>
</ul>


Nidec slashed its full year operating profit guidance by 48% to 110 billion yen
For Q3, Nidec reported an operating profit of 28 billion yen (-37% YoY), significantly below street expectations (51 billion)
We remain bullish, expecting cost cutting efforts to ignite a profit recovery next year


Nidec Corp

Nidec (6594) | Down but Not Out