KYCCF News and Press, Keyence Corp From 01/29/23

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The International Growth ACWI ex-US Strategy takes ...

Summary Keyence Corporation is expected to witness faster top-line growth going forward, and this is achievable considering projections for the worldwide industrial automation market and global capital expenditures. Keyence is in a good position to sustain high profit margins for the fu...

Summary VPL's portfolio is highly diversified, invests significantly in sectors with high growth potential, has a low expense ratio, and is trading at a marginal discount. Though VPL's current yield is not excessively high, it seems to be sustainable and the fund generates a high enough...

Summary The reopening of China is going to help the toplines of a lot of Japanese businesses with Chinese wallet share, especially industrial businesses. Moreover, a still cheap Yen could continue to revalue as energy is put back into Chinese import activities. The problem is, if th...

Summary Cognex has been hammered by a sharp decline in its logistics business, as Amazon has shifted from "investment" to "digestion" with its distribution capex. Logistics revenue will likely see another double-digit drop in 2023, and Cognex's other two major markets - autos and consum...

Summary Keyence's most recent Q2 FY 2023 revenue and EBIT exceeded market expectations, and the company has achieved an EBIT margin above 50% for nine straight quarters running. Keyence impressed investors with its price increase plans, the higher full-year dividend guidance, and ...

Summary The pandemic has provided many lessons for businesses and individuals alike, highlighting many key vulnerabilities. The multi-decade trend of globalization may slow or reverse as U.S.-based businesses bring back certain operations and manufacturing capacity to secure suppl...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund declined 7.89% (Institutional Shares) during the second quarter of 2022. The only surprise to us ...

Keyence’s revenue growth underwhelms amid transitory headwinds in China. Higher SG&A expenses are also a near-term concern, but Keyence’s operating margin remains industry-leading. The stock has corrected significantly YTD, but given its exposure to emerging grow...

Growth stocks continued to trail value through challenging macro and market conditions but the magnitude of underperformance has been narrowing, supporting Strategy results. We are closely watching corporate results to determine the near-term outlook for international equities. How co...