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>Asics reported its first-quarter results during trading hours, with the stock closing down 8.6% on the day.</li>
<li>While headline numbers were strong, investors may have been disappointed by the lack of upward revision to full-year guidance.</li>
<li>Our positive view on Asics remains unchanged. The company is successfully navigating geopolitical and macro uncertainties while strengthening its brand.</li>
</ul>


Asics reported its first-quarter results during trading hours, with the stock closing down 8.6% on the day.
While headline numbers were strong, investors may have been disappointed by the lack of upward revision to full-year guidance.
Our positive view on Asics remains unchanged. The company is successfully navigating geopolitical and macro uncertainties while strengthening its brand.


アシックス（7936）｜第1四半期決算は好調、しかしガイダンス変更なしの発表に市場は反応

ASICS Corp

アシックス（7936）｜第1四半期決算は好調、しかしガイダンス変更なしの発表に市場は反応