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Scott Foster

Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research

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Japan Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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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....

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bullishSCREEN Holdings
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...

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186 Views
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bullishIbiden Co Ltd
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...

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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...

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358 Views
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bearishAdvantest Corp
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...

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