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INSIGHT PROVIDER
Rising
Scott Foster
Independent Insight Provider, Japanese equities
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LightStream Research
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Location:
Japan
Joined:
12 January 2017
344
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109.3k
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167
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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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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
100 Views
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bullish
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Fanuc Corp
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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
365 Views
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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
204 Views
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bullish
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Yaskawa Electric
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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...
Scott Foster
396 Views
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bearish
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Mitsubishi Heavy Industries
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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...
Scott Foster
344 Views
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