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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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20 May 2024 06:03

Hamamatsu Photonics (6965 JP): Look Cautiously to the Long Term

Management blindsided by weak 2Q, but sharp cut to guidance largely discounted. Dividend maintained, stock split coming, buyback possible. But...

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bullishSCREEN Holdings
13 May 2024 20:37

Screen Holdings (7735 JP): Guiding for Lower Profits in H2

Share price down 24% from March high. Guiding for YoY profit decline in H2 of this FY, but probably conservative due to strong AI related foundry...

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12 May 2024 11:20

Mitsubishi Heavy Industries (7011 JP): Orders Momentum Has Peaked

Operating profit below guidance and anticipated decline in new orders point to continued consolidation of the share price. Japan's defense build-up...

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bearishLasertec Corp
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...

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bullishFanuc Corp
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...

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