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.

Advantest (6857) | Key Beneficiary of AI Tailwinds

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX -0.7%, down again on inability to get a debt deal; Yellen's warnings keep coming; Fed Minutes - Officials mixed on hikes/pause; NVIDIA-BLOW OUT AI DRIVEN GUIDANCE</li>
<li>JAPAN. NKY Futs -0.3% Discount to Cash; US debt limit weighs on Japans;  Fujitsu MTP - to return ¥600bn to shareholders over 3 yrs; Watch Advantest today on NVIDIA's guidance</li>
<li>NUGGET. Next Gen drinks development takes off as Sapporo Holdings(2501 JP) seeks competitive edge in drinks development by using AI</li>
</ul>


OVERSEAS. SPX -0.7%, down again on inability to get a debt deal; Yellen's warnings keep coming; Fed Minutes - Officials mixed on hikes/pause; NVIDIA-BLOW OUT AI DRIVEN GUIDANCE
JAPAN. NKY Futs -0.3% Discount to Cash; US debt limit weighs on Japans;  Fujitsu MTP - to return ¥600bn to shareholders over 3 yrs; Watch Advantest today on NVIDIA's guidance
NUGGET. Next Gen drinks development takes off as Sapporo Holdings(2501 JP) seeks competitive edge in drinks development by using AI


Ohayo Japan | 米国株・債券売り（再び）債務難で；NUGGET：サッポロHD - AI活用で優位に