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.

Japan Weekly | A Bull Market? Shiseido, TEL, Lasertec

Good Morning Japan | Bulls Still in Charge

Good Morning Japan |US PPI Fuels Fed Pivot View = Bullish Equities

Lasertec (6920) | A Monopoly with a Long Runway

Lasertec (6920) | ASML Shrugs off the Tech Recession

Equity Bottom-Up

<ul>
<li>ASML pre-released their updated view on demand and capacity - ahead of Nov 11, 2022 Investor Day - BETTER THAN EXPECTED</li>
<li>Inflation now past peak and semi/tech likely see sustained bid. Even better for those  names that are monopolies in the EUV space = ASML and Lasertec</li>
<li>Remain bullish Lasertec despite the recent rally. Better earnings and order outlook, and multiples to drive share price</li>
</ul>


ASML pre-released their updated view on demand and capacity - ahead of Nov 11, 2022 Investor Day - BETTER THAN EXPECTED
Inflation now past peak and semi/tech likely see sustained bid. Even better for those  names that are monopolies in the EUV space = ASML and Lasertec
Remain bullish Lasertec despite the recent rally. Better earnings and order outlook, and multiples to drive share price


レーザーテック（6920）：追い風が強まる - ASMLの見通し改善からインフレ低下まで

Lasertec Corp

レーザーテック（6920）：追い風が強まる - ASMLの見通し改善からインフレ低下まで