reports
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
- Pierre FerraguÊ
Bible 4Q24 – PCs: Windows 10 & AI PC refresh cycle pushed out further
Today, we are publishing the PC section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. PC shipments are stabilizing. IDC notes a slow return to growth, with OEMs highlighting Enterprise again outperformed consumer. The Windows 10 & AI PC refresh cycle is being pushed out further, but the supply ...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
KYOCERA to Showcase Ceramic Lab Analytic Technologies for Multilayer D...
VANCOUVER, Wash.--(BUSINESS WIRE)-- (Booth #428) will highlight a range of ceramic and single-crystal sapphire engineering solutions at in Boston, Massachusetts, March 3rd-5th, 2025. Pittcon is a world-renowned exposition for analytical, lab, and life science equipment manufacturers and solution providers. With over 65 years of providing custom engineering solutions, Kyocera applies Fine Ceramic super-materials to help advance the latest analytical research and scientific instrumentation technologies. Kyocera’s ceramics provide highly desirable mechanical, thermal, and optical properties...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED
Kyocera, Ataya, and Ecrio Collaborate on End-to-End Private 5G Network...
SAN DIEGO--(BUSINESS WIRE)-- , and have joined forces to create a rugged, end-to-end Private 5G Network solution specifically for critical communications in the field, the companies announced today. This technology collaboration includes the ultra-rugged Kyocera Android smartphone, which provides Private 5G Network Standalone (P5G SA) support with Ecrio critical communications server software for MCPTT1, VoNR2, and VoIP3 on the Ataya Private 5G Network. The out-of-the-box, compact, feature-rich communications solution, fully tested and verified, is designed for Edge AI deployments in enterp...
Kyocera développe une station de base virtualisée 5G basée sur l’IA po...
KYOTO, Japon--(BUSINESS WIRE)-- Kyocera Corporation (Président : Hideo Tanimoto) (TOKYO : 6971) a annoncé aujourd’hui avoir officiellement entamé le développement à grande échelle d’une station de base virtualisée 5G basée sur l’IA, avec des projets de commercialisation de la technologie. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : System Concept (Graphic: Business Wire) Alors que la transformation numérique (DX) s’accélère à l’échelle mondiale, les réseaux mobiles 5G sont devenus une infrastructure sociétale essentielle. Kyocera s’appuie sur ses...
Kyocera crée l’« O-RU Alliance » pour faire progresser le déploiement ...
KYOTO, Japon--(BUSINESS WIRE)-- Kyocera Corporation (Kyoto, Japon ; Président : Hideo Tanimoto ; « Kyocera ») (TOKYO : 6971) a annoncé aujourd’hui qu’elle va créer l’« Alliance O-RU » le 3 mars 2025, en collaboration avec les six entreprises de télécommunications énumérées ci-dessous par ordre alphabétique : Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : O-RU Alliance (Graphic: Business Wire) Alpha Networks Inc. (Taïwan ; Président/Directeur général : Wen Fang Huang) HFR, Inc. (Corée ; Directeur général : Jong-Min Cheong) Microelectronics Techn...
Kyocera Develops AI-powered 5G Virtualized Base Station for the Teleco...
KYOTO, Japan--(BUSINESS WIRE)-- Kyocera Corporation (President: Hideo Tanimoto) (TOKYO:6971) today announced that it has officially begun the full-scale development of an AI-powered 5G virtualized base station, with plans to commercialize the technology. This press release features multimedia. View the full release here: System Concept (Graphic: Business Wire) As digital transformation (DX) accelerates globally, 5G mobile networks have become a critical societal infrastructure. Kyocera is leveraging its proprietary, globally developed telecommunications and virtualization technologies to bring...
Kyocera to Establish "O-RU Alliance" to Advance 5G Open RAN Deployment...
KYOTO, Japan--(BUSINESS WIRE)-- Kyocera Corporation (Kyoto, Japan; President: Hideo Tanimoto; "Kyocera") (TOKYO:6971) today announced that it will establish the "O-RU Alliance" on March 3, 2025, in collaboration with the six telecommunications companies listed below alphabetically: This press release features multimedia. View the full release here: O-RU Alliance (Graphic: Business Wire) Alpha Networks Inc. (Taiwan; Chairman/President/CEO: Wen Fang Huang) HFR, Inc. (Korea; CEO: Jong-Min Cheong) Microelectronics Technology Inc. (Taiwan; President and CEO: Eugene Wu) SOLiD Inc. (Korea; Vic...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
MXL-US SEAGATE TECHNOLOGY HLDGS PLC
MAXLINEAR
INC.
Samsung Electronics: 2 directors
Two Directors at Samsung Electronics bought 919 shares at between 51,000.000KRW and 53,700.000KRW. The significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's director...
Hewlett Packard Enterprise Co: 1 director
A director at Hewlett Packard Enterprise Co sold 11,577 shares at 23.000USD and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
Kyocera Showcases Aerial Display, AI-Based Depth Sensor, Camera-LIDAR ...
KYOTO, Japan--(BUSINESS WIRE)-- Kyocera Corporation (President: Hideo Tanimoto, "Kyocera") today announced the technologies Kyocera Group companies will exhibit at , the world's largest and most significant technology trade show, in Las Vegas, Nevada, January 7-10, 2025. Kyocera’s latest innovations in Aerial Display technology, AI-Based Depth Sensor, Underwater Wireless Optical Communication, Millimeter-Wave Sensor, Camera-LIDAR Fusion Sensor, Bifocal Mirror, and more solutions to further safe, autonomous driving will be showcased at booth #4816 in the Vehicle Tech & Advanced Mobility Zone, W...
Kyocera’s AI-Based High-Res Depth Sensor for Close Imaging New Records
KYOTO, Japan--(BUSINESS WIRE)-- Kyocera Corporation (President: Hideo Tanimoto; hereinafter: Kyocera) today announced a high-resolution AI-based depth sensor for measuring tiny objects that have been difficult to measure using conventional depth-sensing technologies. Kyocera’s new camera delivers record-setting depth measurements with 100μm resolution at a 10cm range, even from reflective or semi-transparent objects.1 Kyocera’s innovation will support manufacturing, medicine, logistics and a variety of other fields requiring automated identification and precise depth measurement, unlocking the...
Revolutionizing Detection: Kyocera Unveils the World's First Camera-LI...
KYOTO, Japan--(BUSINESS WIRE)-- Kyocera Corporation (President: Hideo Tanimoto; “Kyocera”) today announced the development of its unique Camera-LIDAR Fusion Sensor, the world's first1 LIDAR that aligns the optical axes of the camera and LIDAR into a single sensor. This unique design allows for the real-time acquisition of parallax-free superimposed data, a feat that was previously unattainable. It also features the world's highest2 laser irradiation density as a LIDAR sensor, enabling long-distance and high-precision object detection. This press release features multimedia. View the full rele...
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