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.

Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!

Equity Bottom-Up

<ul>
<li>We turn bullish on Daikin ahead of Q1 results as we become less concerned about growth risks in China and the US</li>
<li>Peer results suggest that air conditioner demand is stronger than expected due to record high global temperatures</li>
<li>Company management has a good track record of pushing through price hikes and cutting costs. We expect the company to beat guidance this year</li>
</ul>


We turn bullish on Daikin ahead of Q1 results as we become less concerned about growth risks in China and the US
Peer results suggest that air conditioner demand is stronger than expected due to record high global temperatures
Company management has a good track record of pushing through price hikes and cutting costs. We expect the company to beat guidance this year


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Daikin Industries

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