bullish

Screen Holdings (7735 JP): Still a Buy for the Bounce

342 Views16 Aug 2024 10:04
A strong 2Q, yen weakness and reasonable valuation point to short-term upside of 15%-plus. But as sales and profits level off in 2H, Intel's capex cut and uncertain return on AI signal caution.
What is covered in the Full Insight:
  • Introduction
  • Financial Performance and Valuation
  • Guidance and Intel's Impact
  • Outlook on Wafer Fab Equipment Demand
  • Conclusion
SUMMARY
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Full Insight
(Paid Plans Only, 3-minute read)
Discussions
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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