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.

Shimano (7309): Bumpy Part 2 - Channel Checks

European Recession - 3 Japanese Stocks to BUY for a Rebound

Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism

Equity Bottom-Up

<ul>
<li>The drivers of bike demand are structural and have nothing to do with Covid. We expect the company to beat numbers this year.</li>
<li>EU regulation will drive huge growth in the bike market over the next several years and Shimano is uniquely positioned to benefit.</li>
<li>The stock price decline from over ¥35k to under ¥25k has brought valuations down to the bottom of the historical range. </li>
</ul>


The drivers of bike demand are structural and have nothing to do with Covid. We expect the company to beat numbers this year.
EU regulation will drive huge growth in the bike market over the next several years and Shimano is uniquely positioned to benefit.
The stock price decline from over ¥35k to under ¥25k has brought valuations down to the bottom of the historical range. 


Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling

Shimano Inc

Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling