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.

Omron (6645) | Q3 Beat, New Management Team

Omron (6645) | Key Beneficiary of Industry 4.0

Equity Bottom-Up

<ul>
<li>Omron's stock price has collapsed 20% after missing Q1 earnings estimates. </li>
<li>The recovery in demand has been pushed back - the company may cut its full year guidance at the interim stage</li>
<li>On near-term earnings, the stock is around fair value. There is +20% upside for longer-term investors based on our DCF </li>
</ul>


Omron's stock price has collapsed 20% after missing Q1 earnings estimates. 
The recovery in demand has been pushed back - the company may cut its full year guidance at the interim stage
On near-term earnings, the stock is around fair value. There is +20% upside for longer-term investors based on our DCF 


Omron (6645) | Long-Term View Unchanged but Bumpy Ride

Omron Corp

Omron (6645) | Long-Term View Unchanged but Bumpy Ride