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 - November 8, 2022(Tue)

Good Morning Japan | Bulls Still in Charge

Good Morning Japan | The Hawk Vs The Dove..the Dove Has It !

Equity Bottom-Up

<ul>
<li>We remain bullish on the stock price ahead of Q3 earnings</li>
<li>We expect the company to surprise the market given stronger volumes and pricing trends</li>
<li>If Toyota is having problems securing a stable supply of chips, we believe that industry inventories are much leaner than most believe</li>
</ul>


We remain bullish on the stock price ahead of Q3 earnings
We expect the company to surprise the market given stronger volumes and pricing trends
If Toyota is having problems securing a stable supply of chips, we believe that industry inventories are much leaner than most believe


Renesas Electronics

Renesas (6723) | Bullish Toyota Troubles