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VAT Group is a dominant market leader in semiconductor high-vacuum valves with high earnings visibility for the longer term. We see the company as a high quality franchise with its high returns and predictable free cash flow generation. The shares trade at a premium but we like th...
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. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. Performa...
VAT Group saw third quarter revenue near the high end of management's expectations, but orders were 14% weaker than expected and the book-to-bill came in below 1x. Front-loading of orders is a plausible explanation given customers' need to secure essential components during the pandem...
As semiconductor manufacturing processes become even more demanding, it’s helping the technology leaders to consolidate their markets even further, as the differences between “good” and “good enough” become unacceptably wide for the most demanding application...
Results are certain to get worse from here, but Atlas Copco ’s ( OTCPK:ATLKY ) relatively strong performance in the first quarter underlines part of the reason why I love this company and why investors continue to bid it up to such a generous premium over typical industrial companies. ...
This is a good time to sell mission-critical equipment and components for the semiconductor industry, as semiconductor companies continue to order equipment for both logic and memory chip production. Swiss VAT Group ( OTCPK:VACNY ) (VACN.S), a leading manufacturer of customized control, tran...
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...