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.

Equity Bottom-Up

<ul>
<li>Square Enix holds globally recognized IP with monetization upside across platforms, and recent pipeline discipline signals a shift toward higher-margin, high-quality titles that can stabilize earnings and restore growth.</li>
<li>Activist involvement is intensifying, creating strong pressure for capital returns, governance reform, and strategic clarity - unlocking shareholder value in a business that remains structurally underleveraged and undervalued vs peers.</li>
<li>With operating margins improving, digital sales accelerating, and cost structures being realigned, Square Enix is positioned to re-rate meaningfully as investor confidence rebuilds and management delivers on core turnaround objectives.</li>
</ul>


Square Enix holds globally recognized IP with monetization upside across platforms, and recent pipeline discipline signals a shift toward higher-margin, high-quality titles that can stabilize earnings and restore growth.
Activist involvement is intensifying, creating strong pressure for capital returns, governance reform, and strategic clarity - unlocking shareholder value in a business that remains structurally underleveraged and undervalued vs peers.
With operating margins improving, digital sales accelerating, and cost structures being realigned, Square Enix is positioned to re-rate meaningfully as investor confidence rebuilds and management delivers on core turnaround objectives.


Square Enix (9684) | Turnaround in Motion

Square Enix Holdings

Square Enix (9684) | Turnaround in Motion