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 | Hopes Dashed but Resilience Evident

Good Morning Japan | Shifting Sentiments but Bullish Price Action

Good Morning Japan | Powell in Focus: Big Bets off the Table

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

Gravity Works As WeWork Doesn't; Now Plan B

Nidec (6594) | Q1 to Beat on Falling Raw Material Costs

Equity Bottom-Up

<ul>
<li>Positive impression of Q2 results: sales +28% YoY beat consensus, OP +16% in-line. </li>
<li>Near term headwinds for the precision motors and appliance businesses, but FX will significantly offset downside risk</li>
<li>We remain bullish on the stock given solid progress in the e-Axle business. We see the division turning a profit next year</li>
</ul>


Positive impression of Q2 results: sales +28% YoY beat consensus, OP +16% in-line. 
Near term headwinds for the precision motors and appliance businesses, but FX will significantly offset downside risk
We remain bullish on the stock given solid progress in the e-Axle business. We see the division turning a profit next year


Nidec Corp

Nidec (6594) | Solid Traction