Senior Technology Analyst, Japanese Equities, LightStream Research

Scott Foster

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Permanent resident of Japan.

Senior Technology Analyst, Japanese Equities

KHI (7012 JP): Production Upgrades & Drone Deal with Airbus

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

Kawasaki Heavy Industries / Equity Bottom-Up

<ul>
<li>KHI has opened a Physical AI Center in Silicon Valley, where it will collaborate with Nvidia, Analog Devices, Microsoft and Fujitsu</li>
<li>The Kawasaki Physical AI Center will first work on robotic surgery and hospital process management, then move on to semiconductors, mobility and other applications.</li>
<li>This should high standards of accuracy and reliability for all KHI robotics and other AI-enabled products. </li>
</ul>


KHI has opened a Physical AI Center in Silicon Valley, where it will collaborate with Nvidia, Analog Devices, Microsoft and Fujitsu
The Kawasaki Physical AI Center will first work on robotic surgery and hospital process management, then move on to semiconductors, mobility and other applications.
This should high standards of accuracy and reliability for all KHI robotics and other AI-enabled products. 


Kawasaki Heavy Industries

KHI (7012 JP): Progress with Physical AI