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INSIGHT PROVIDER
Rising
Scott Foster
Independent Insight Provider, Japanese equities
•
LightStream Research
Location:
Japan
Joined:
12 January 2017
346
Insights
110.1k
Views
168
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Japan
•
Information Technology
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
SCREEN Holdings
•
13 May 2024 20:37
Screen Holdings (7735 JP): Guiding for Lower Profits in H2
Share price down 24% from March high. Guiding for YoY profit decline in H2 of this FY, but probably conservative due to strong AI related foundry...
Scott Foster
174 Views
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bearish
•
Mitsubishi Heavy Industries
•
12 May 2024 11:20
Mitsubishi Heavy Industries (7011 JP): Orders Momentum Has Peaked
Operating profit below guidance and anticipated decline in new orders point to continued consolidation of the share price. Japan's defense build-up...
Scott Foster
289 Views
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bearish
•
Lasertec Corp
•
02 May 2024 17:46
Lasertec (6920 JP): Orders Up, Guidance Down
Orders up in Q3 to a good but not outstanding level. Q4 guidance for a sharp decline in sales and profit based on expected timing of customer...
Scott Foster
178 Views
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bullish
•
Fanuc Corp
•
27 Apr 2024 07:18
Fanuc (6954 JP): Guidance Points Down, but the Market Sees Recovery
Fanuc's share price has risen on conservative guidance based on unrealistic exchange rates. Orders appear to have hit bottom while an aerospace...
Scott Foster
368 Views
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bearish
•
Lasertec Corp
•
23 Apr 2024 20:02
Lasertec (6920 JP): Further to Fall
Lasertec is down more than 20% but still looks overvalued as weak orders at ASML, disappointing guidance at TSMC and uncertain equipment demand at...
Scott Foster
217 Views
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