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)

Japan Communication services / Thematic (Sector/Industry)

<ul>
<li>The S&amp;P 500 sank 3.5%, the Nasdaq dropped 4.3%; Yen Stronger, Nikkei Futs down</li>
<li>Fast Retailing forecasts a 10% rise in consolidated net profit to 410 billion yen for the fiscal year ending August 2025, up 25 billion yen from prior estimates</li>
<li>Effissimo Capital Management raised its Ricoh stake to 21.71%. Note that Effissimo also owns 5.81% of Konica Minolta, aiming to influence management and proposals</li>
</ul>


The S&amp;P 500 sank 3.5%, the Nasdaq dropped 4.3%; Yen Stronger, Nikkei Futs down
Fast Retailing forecasts a 10% rise in consolidated net profit to 410 billion yen for the fiscal year ending August 2025, up 25 billion yen from prior estimates
Effissimo Capital Management raised its Ricoh stake to 21.71%. Note that Effissimo also owns 5.81% of Konica Minolta, aiming to influence management and proposals


Ohayo Japan | Trade War Whiplash