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.

Selling Sogo Seibu Doesn't Mean Seven & I Will Sell Ito-Yokado

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

Bargain Sale at Sogo Seibu as Seven & I Finally Capitulates

Seven & I Sale of Sogo Seibu Moves Closer

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

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

Equity Bottom-Up

<ul>
<li>1H results, OP up +26% YoY, were good but in line with the recent Nikkei preview. </li>
<li>The U.S. convenience store operation was the standout performer and the reason for the full year guidance raise</li>
<li>We remain bullish on the stock. It is just too cheap relative to global peers</li>
</ul>


1H results, OP up +26% YoY, were good but in line with the recent Nikkei preview. 
The U.S. convenience store operation was the standout performer and the reason for the full year guidance raise
We remain bullish on the stock. It is just too cheap relative to global peers


Seven & I (3382) | U.S. Gas Margins Offset Rising Energy Costs at Home

Seven & I Holdings

Seven & I (3382) | U.S. Gas Margins Offset Rising Energy Costs at Home