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.

Yaskawa (6506 JP) | Constant Currency Concerns

Equity Bottom-Up

<ul>
<li>Stay short ahead of Q1 results. Full year guidance remains too high and will likely be cut later this year</li>
<li>Yaskawa remains a cyclical stock that correlates with the SOX index - higher interest rates are impacting valuation multiples</li>
<li>We see 20% downside risk towards 3x price to book</li>
</ul>


Stay short ahead of Q1 results. Full year guidance remains too high and will likely be cut later this year
Yaskawa remains a cyclical stock that correlates with the SOX index - higher interest rates are impacting valuation multiples
We see 20% downside risk towards 3x price to book


Yaskawa (6506) | Further 20% Downside on Higher Rate Cycle

Yaskawa Electric

Yaskawa (6506) | Further 20% Downside on Higher Rate Cycle