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KYCCF News and Press, Keyence Corp From 11/12/21

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Company Name: Keyence Corp
Stock Symbol: KYCCF
Market: OTC

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KYCCF - First Eagle Global Value Team Quarterly Commentary Q3 2021

First Eagle Global Value Team uses a bottom-up, fundamental investment approach and seeks long-term growth of capital by investing in a range of asset classes from markets in the US and around the world. Global Fund A Shares posted a return of -1.93% in third quarter 2021. Japan was t...

KYCCF - ClearBridge International Growth EAFE Strategy Portfolio Manager Commentary Q3 2021

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 Strategy was held back by weakness among our emerging...

KYCCF - Harding Loevner International Equity Fund Q2 2021 Report

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

KYCCF - Keyence: Premium Valuations Warranted But Keeping An Eye On Capex Trends

Keyence is strongly positioned for post-pandemic recovery capex and with its diversified customer base, geographic reach and well-managed supply chain. In the post-recovery phase, we have concerns over customer capex trends if global workforce participation does not recover, as this c...

KYCCF - BOTZ: A Robotics & AI ETF With A Strong Track Record

The Global X Robotics & Artificial Intelligence ETF invests in two of the fastest growing and innovative global markets. The fund is up 46.5% over the past 12 months, but it does trade at a fairly rich valuation. For nerdy investors who believe the long-term future is bright f...

KYCCF - SMC Corporation: To Continue Growing Global Market Share

SMC has a strong track record of high returns, predictable free cash flow generation and increasing global market share. New president Takada has announced a self-funded investment plan to effectively double market share over the next five years. The shares should trade at a premi...

KYCCF - Harding Loevner World Equity Fund Q1 2021 Report

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...

KYCCF - Harding Loevner International Equity Fund Q1 2021 Report

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...

KYCCF - Keyence: High Quality Franchise In Recovery Mode

Keyence demonstrated improving business conditions in Q4 FY3/2021 which we believe will continue into FY3/2022. We do not think total shareholder returns will improve dramatically near term, but there are some encouraging signs over the payout ratio. Headline valuations near term ...

KYCCF - First Eagle Global Value Team Quarterly Commentary Q1 2021

First Eagle Global Value Team uses a bottom-up, fundamental investment approach and seeks long-term growth of capital by investing in a range of asset classes from markets in the US and around the world. Global Fund A Shares posted a return of 3.71% in first quarter 2021. North Americ...

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