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INSIGHT PROVIDER
Scott Foster
Senior Technology Analyst, Japanese Equities
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LightStream Research
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Location:
Japan
Joined:
12 January 2017
359
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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
bullish
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Mitsubishi Heavy Industries
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07 Nov 2024 13:41
MHI (7011): Trump 2.0 a Net Positive
Trump's return forces Japan to look out for number one - good for MHI, Japan's top defense contractor. Orders guidance has been raised slightly....
Scott Foster
202 Views
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bullish
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SCREEN Holdings
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04 Nov 2024 05:12
Screen Holdings (7735 JP): Bad News in the Price, Guidance Raised
First the share price bottomed out, then management raised guidance. Rising orders point to further growth next year, driven by AI, with...
Scott Foster
186 Views
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bullish
•
Ibiden Co Ltd
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05 Oct 2024 08:19
Ibiden (4062 JP): Once Again a Long-Term Buy
Sales, profits and the share price appear to have bottomed out, while advanced packaging for Ai processors and CPUs should drive long-term...
Scott Foster
450 Views
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bullish
•
Kokusai Electric
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22 Sep 2024 14:21
Kokusai Electric (6525 JP): Sell-Off Presents Buying Opportunity
The shares are down 44% since July, presenting a buying opportunity in equipment used to make AI processors and other advanced ICs. KKR has reduced...
Scott Foster
358 Views
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bearish
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Advantest Corp
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09 Sep 2024 11:32
Advantest (6857 JP): High Valuation, Low Visibility
Advantest's sales and profits are rebounding, but visibility is low and valuations relatively high. Now at the bottom of its trading range, it is...
Scott Foster
283 Views
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