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INSIGHT PROVIDER
Top Quartile
Scott Foster
Independent Insight Provider, Japanese equities
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LightStream Research
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Location:
Japan
Joined:
12 January 2017
342
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108.5k
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Japan
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Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Lasertec Corp
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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
70 Views
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bullish
•
Yaskawa Electric
•
06 Apr 2024 12:13
Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle
Long-term buy with share price down 10% in the past month as orders bottom out. Robotics looking up with inventory cleared and need for automation...
Scott Foster
393 Views
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bearish
•
Mitsubishi Heavy Industries
•
27 Mar 2024 10:33
Mitsubishi Heavy Industries (7011 JP): Take Profits and Wait for Reality to Catch Up
Take profits in MHI as the very strong order flow and prospects for sales growth and rising margins over the few years should be in the price while...
Scott Foster
339 Views
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bullish
•
NEC Corp
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20 Mar 2024 14:53
NEC (6701 JP): Generative AI (Part 2)
NEC's AI supercomputer, Japanese large-language models and reliable generative AI based services should make significant long-term contributions to...
Scott Foster
238 Views
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bullish
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NEC Corp
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16 Mar 2024 14:53
NEC (6701 JP): Generative AI Is the Spark, Not the Driver
The shares are up 2.2X in the past year, but do not look overvalued. AI has sparked investor interest, but efficiency gains are driving profits....
Scott Foster
444 Views
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