CAJFF News and Press, Canon Inc

2024-06-17 22:38:47 ET Summary Canon has been a successful investment for me, but recent overvaluation has led to a shift in thesis to a "HOLD". Despite challenges, Canon's low debt and sector leadership make it a positive investment, but the current valuation is not attractive. ...

2024-01-17 07:58:03 ET Summary Canon's market outperformance has been limited, and its valuation is no longer sustainable. The company has achieved consecutive quarters of top-line growth and cost reduction, but its profitability is not as strong as it once was. Canon's debt r...

2024-01-12 12:05:22 ET Summary ASML Holding N.V. stock has rocketed by 24% since reaching a 52-week low in October 2023 amidst negative market sentiment. ASML is expected to report strong Q4 earnings, with sales expected to be between €6.7 and €7.1, representing a 30...

2023-12-19 15:20:16 ET More on ASML and Canon ASML: U.S. Tech Sanctions On China Are Backfiring ASML: Not The Time To Be Bullish ASML: 3 Key Elements Mitigating Valuation Concerns New Street Research expects chip toolmakers to outgrow wider semiconductor indu...

2023-12-06 15:54:55 ET Summary Siemens Healthineers demonstrates operational superiority and holds a competitive edge in the healthcare industry. With top-tier financial metrics and industry-leading margins, the company outperforms its peers. The company holds the number one or tw...

2023-11-06 08:55:00 ET U.S. stock index futures on Monday pointed to a largely subdued open. Wall Street's benchmark indexes last week posted their best gain of the year, as sentiment was buoyed by the Federal Reserve's latest monetary policy decision and comments from chair Jerome Powe...

2023-11-06 07:54:48 ET More on ASML and Canon Canon Isn't Picture-Perfect Canon's Nanoimprint Lithography: Finally An ASML Competitor At The 5nm Node Canon: A Lot To Like At A Good Valuation And Growth Nvidia, AMD, ASML may suffer long-term effects of US Chin...

2023-11-05 12:17:29 ET Summary The UST yield curve has steepened and this could provide an opportunity to buy US banking stocks on weakness in a no-recession scenario. Japan and Eurozone exporters can benefit from a global downturn due to easier central bank policies depreciating ...

2023-11-04 00:12:43 ET Summary Canon has operational advantages in its printing segment and has a strong global presence in various markets. However, the company's financial metrics, including revenue and net margin, are lacking compared to its peers. Based on my valuation mea...

2023-11-01 11:41:34 ET Summary Canon launched its Nanoimprint Lithography semiconductor manufacturing equipment, which has the potential to compete with ASML's EUV technology currently in production at 4nm. Canon's first planned semiconductor application is 3D NAND, followed by DR...