bearish

Screen Holdings (7735 JP): Weakness Not Necessarily Discounted

359 Views30 Jul 2022 16:18
SPE orders rolling over as Intel cuts capex and other semiconductor makers see slow quarters ahead. 1Q unusually profitable due to sales mix, margins likely to drop back. Potential downside remains.
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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