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.

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Yodobashi to Become Top 10 Retailer in Sogo Seibu Deal with Fortress

Seven & I Sale of Sogo Seibu Moves Closer

Seven & I Marches On in the US Despite Headwinds From Inflation

Aeon Shows up Seven & I in E-Commerce Growth and Strategy

Equity Bottom-Up

<ul>
<li>Investors should ignore the news around restructuring....it's nice but basically irrelevant</li>
<li>The long-term valuation proposition is driven by the core convenience store businesses in the US and Japan</li>
<li>Unlike Walmart, we think 7&amp;I should have a good quarter in the US and beat analyst expectations for Q1</li>
</ul>


Investors should ignore the news around restructuring....it's nice but basically irrelevant
The long-term valuation proposition is driven by the core convenience store businesses in the US and Japan
Unlike Walmart, we think 7&amp;I should have a good quarter in the US and beat analyst expectations for Q1


Seven & I (3382) | So What if Walmart Missed

Seven & I Holdings

Seven & I (3382) | So What if Walmart Missed