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With logic and foundry orders looking healthy and memory at least looking as though its bottomed, a host of semiconductor equipment stocks have done well over the last year or so, including vacuum valve specialist VAT Group ( VACNY ) (VACN.SW). While this stock gave investors a few of the 10...
Atlas Copco ( OTCPK:ATLKY ) won’t have the best quarter among multi-industrials this quarter, Honeywell ( HON ) and Dover ( DOV ) already surpassed them in organic growth, but the level of outperformance was startingly high all the same and further supports the argument for ...
When I last wrote about VAT Group ( OTCPK:VACNY ) (VACN.S), a Swiss manufacturer of highly-engineered mission-critical valves used largely in semiconductor and display panel fabrication equipment , I said that the value proposition was precarious due to the prospects for weakening semi equi...
The following slide deck was published by VAT Group AG ADR in conjunction with their 2018 Q2 earnings Read more ...
”Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett The Street’s unbridled love affair with semi-equipment stocks looks to be over, with investors increasingly worried about the prospect for equipment order push-outs and a general sl...
This one will seem a bit obscure to the US-based investor. If you don't know it yet, don't be scared. It might be a good thing, means that it is still under the radar. During the current environment of stretched valuations and periodic scares, investors' demand for alternatives will rise. It...
The following slide deck was published by VAT Group AG ADR in conjunction with their 2017 Q4 earnings Read more ...