HOCPF News and Press, Hoya Corp. From 07/29/21

The following slide deck was published by HOYA Corporation in conjunction with their 2021 Q1 earnings call. For further details see: HOYA Corporation 2021 Q1 - Results - Earnings Call Presentation

Shin-Etsu Chemical has a strong track record of generating free cash flow, has a dominant position in its core markets, and remains well-capitalized. Current trading is firm for both PVC resin and semiconductor-related areas, but we feel the outlook into FY3/2023 is a notable slowdown...

HOYA is an attractive blend of growth and defensive themes, remains well-capitalized and management actively allocates capital for shareholder returns. Growth areas include EUV mask blanks and endoscopes, and cash cow activities include contact lenses and HDD glass substrates. We ...

Olympus is a leading medtech company that offers predictable earnings growth, an optimized portfolio and engages with activist investors to deliver better shareholder returns. Its medium-term plan to target operating margins of 20% plus looks achievable, highlighting the potential sco...

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