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.

Thematic (Sector/Industry)

<ul>
<li>Equities fell on valuation concerns as AI stocks declined despite strong earnings, with Palantir dropping 8%.</li>
<li>Nintendo’s 1H net profit surged 83% to ¥198bn on 110% higher sales, with FY3/26 profit forecast raised 26% to ¥350bn, driven by strong Switch 2 sales plans.</li>
<li>Japan still earnings driven but stronger yen, weak overseas stocks and lower Futures suggest a period of consolidation.</li>
</ul>


Equities fell on valuation concerns as AI stocks declined despite strong earnings, with Palantir dropping 8%.
Nintendo’s 1H net profit surged 83% to ¥198bn on 110% higher sales, with FY3/26 profit forecast raised 26% to ¥350bn, driven by strong Switch 2 sales plans.
Japan still earnings driven but stronger yen, weak overseas stocks and lower Futures suggest a period of consolidation.


Ohayo Japan | Goldman Says 20% Downside