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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
349
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113.0k
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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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IHI Corp
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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...
Scott Foster
251 Views
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bullish
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ROHM Co Ltd
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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...
Scott Foster
338 Views
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bullish
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Hamamatsu Photonics Kk
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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...
Scott Foster
244 Views
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bullish
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SCREEN Holdings
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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...
Scott Foster
191 Views
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bearish
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Mitsubishi Heavy Industries
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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...
Scott Foster
300 Views
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