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INSIGHT PROVIDER
Rising
Scott Foster
Senior Technology Analyst, Japanese Equities
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LightStream Research
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Location:
Japan
Joined:
12 January 2017
357
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119.5k
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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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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
431 Views
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bullish
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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
338 Views
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bearish
•
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
272 Views
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bullish
•
Mitsubishi Heavy Industries
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27 Aug 2024 14:47
MHI (7011 JP): Election Unlikely to Affect Defense Budget
At 28x earnings, MHI is not speculative, but neither is it cheap. We expect it to test recent highs in the run-up to the LDP party presidential...
Scott Foster
201 Views
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bullish
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SCREEN Holdings
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16 Aug 2024 10:04
Screen Holdings (7735 JP): Still a Buy for the Bounce
A strong 2Q, yen weakness and reasonable valuation point to short-term upside of 15%-plus. But as sales and profits level off in 2H, Intel's capex...
Scott Foster
345 Views
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