CAJFF News and Press, Canon Inc From 11/01/23

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...

2023-10-16 10:00:42 ET Summary ASML Holding N.V. shares are down 16% since my last article, with the price back to the €570 level at the time of writing, and this decline is not entirely surprising. ASML's Q3 results are expected to show little surprises, but market focus w...

2023-10-14 08:30:00 ET Summary Canon is selling advanced machines for creating semiconductors, challenging ASML's leadership in advanced semiconductor equipment. ASML's near-term revenue growth is driven by an upgraded outlook for its less advanced DUV systems, while EUV systems f...

2023-10-13 08:37:47 ET More on ASML Holding, Canon Inc., etc. ASML: Natural Monopoly In The Semiconductor Market Is A Buy ASML: DUV Is In The Driver's Seat For FY2023 What Does AI And EUV Mean For ASML? Biden Administration said to give China heads up on chip...

2023-08-20 09:16:47 ET Summary Ricoh is transforming into a digital services business but is expected to maintain its low-return profile. The company's Q1 FY3/2024 results were in line with expectations, with sales and earnings growing as anticipated. Despite progress in shift...

2023-08-17 13:17:36 ET Summary Canon Inc.'s current P/B multiple is below its long-term historical mean. The company can potentially improve its ROE by introducing new products, optimizing its business mix, and return more excess capital to shareholders. l have a Buy rating fo...

2023-05-31 06:49:45 ET Summary Canon's stock has been a terrible underperformer, with negative returns over the past decade. Despite that, the company has a good balance sheet, consistent profits, and a safe dividend. It has a safe leadership position in its markets, but more ...

2023-05-02 04:43:03 ET Summary Canon continues to be underestimated by investors. This is a Japanese quality tech company with a credit rating of A and a yield of almost 4%. The upside still remains - and I remain convinced by the value Canon offers to investors. Even conservative...

2023-04-16 22:32:56 ET Summary After the valuation reset in the tech sector, ASML is one of the strongest-performing stocks among peers. The company has paired secular revenue growth with attractive profit margins. The valuation of the stock is a multiple higher than that of i...

Summary Ushio is a cash and asset-rich business specializing in applied light sources in a wide array of sectors, with semiconductors being a core market. Recent trading is weak due to inventory corrections, increasing cost of parts and components, and a strengthening Japanese yen. ...