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Scott Foster

Scott Foster
Independent Insight Provider, Japanese equities
LightStream Research

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

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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...

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334 Views
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bullishNEC Corp
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...

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bullishNEC Corp
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....

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bearishAdvantest Corp
11 Mar 2024 20:19

Advantest (6857 JP): AI Speculation Discounted

Cyclical recovery accelerated by demand for High Bandwidth Memory testers should take sales and profits to new highs, but this has been largely...

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