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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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bullishIHI Corp
27 Jun 2024 10:46

IHI (7013 JP): 30% Upside Potential as Aerospace and Defense Rebound

IHI is a relatively cheap defense contractor that stands to benefit from Japan's rising defense budget. Sales and profits should rebound this year...

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bullishROHM Co Ltd
09 Jun 2024 17:15

Rohm (6963 JP): Negative Scenario Discounted

A 43% decline from its 52-week high has largely discounted the collapse of earnings. This year's guidance is "severe" and projected valuations for...

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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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