$CAJ At this point just buy Nikon out, which to be frank is very, very unlikely. What the fuck is Nikon doing though? Shot themselves on the foot, and eager to analyze how they did it though its obvious key personnel who they should've done anything to keep probably fled to their competitors. Huge multibillion mistakes over the last decade...
Activist investors are circling Nikon while Canon tries to capitalize the space ASML cannot fill. Will see how it works out but quite sad and little bit wry to see these foreign funds being stumped at the path Nikon is steering towards.
$CAJ Fully Automated Print-To-Cut Production Workflow with Texas Series Printers
https://www.stocktitan.net/news/CAJ/fully-automated-print-to-cut-production-workflow-with-texas-series-bscrbj7tr2n3.html
$CAJ Canon Solutions America Supports TRIPOD Program at Writers Room with Printing of 10th Anthology edition
https://www.stocktitan.net/news/CAJ/canon-solutions-america-supports-tripod-program-at-writers-room-with-uw1p4h1ebddx.html
$CAJ Live view of foreign institutions who bought more of Nikon instead of Canon thinking Nikon hasn't had a run-up like Canon yet (both were one of the largest suppliers of photo-lithography equipments in the late twentieth century):
$CAJ Specialty Print Communications to Receive First U.S. Installation of Canon ProStream 3160
https://www.stocktitan.net/news/CAJ/specialty-print-communications-to-receive-first-u-s-installation-of-ggd38g06cwcz.html
$CAJ Canon Solutions America’s University Inkjet Program Marks Five Years of Providing Students Real-World Experience
https://www.stocktitan.net/news/CAJ/canon-solutions-america-s-university-inkjet-program-marks-five-years-j34mcziyh3pu.html
$CAJ $ASML $INTC -
$CAJ developing to be possible competitors to $ASML, but not too sure about Nikon. They have supplied to $INTC and China, the former who has a track record of overpromising & underdelivering, and the latter whose relations are considered a national security risk.
Silchester likely frustrated that Nikon's rival, $CAJ, went up on $ASML hype while Nikon traded sideways thus chose to increase and report its large holding of 5% (as required) as a possible catalyst. They are right though, Nikon is greatly undervalued considering its position in the photolithography industry but their future outlook not really dependent on them per se.
$CAJ $ASML $INTC Nikon - "Silchester International Investors, a London-based firm that has advocated for corporate change in Japan, disclosed it has taken a stake in Nikon Corp., pushing the shares up by the most in almost three years.
Silchester reported it holds 5% of the Tokyo-based company and that it may request dividend increases, share buybacks or other changes to capital policy, according to a filing to Japan’s Finance Ministry. Nikon’s stock surged as much as 11%
In Japan, Silchester has been urging companies to improve their capital allocation and pay out more to shareholders. It’s taken stakes in companies such as regional lender Kyoto Financial Group Inc. and construction company Obayashi Corp.
While Nikon is best known for its cameras, it has recently benefited from a surge in demand for chip-making equipment as the semiconductor industry has grown. The company’s stock had already increased 12% this year before Wednesday’s trading."
$CAJ Printing & Promotions Plus, Inc.’s Strengthens Capabilities With Inclusion of Colorado M series and Arizona 135 GT Printers from Canon Solutions America
https://www.stocktitan.net/news/CAJ/printing-promotions-plus-inc-s-strengthens-capabilities-with-wzmbg1ptcue0.html
@tweeder @ChatGPTeeznuts @BigStonk89 @Avj7 @Gsen11 Yes, check out $EWY - good Korean corporations ETF. It unfortunately holds KaKao which suck ballz but it holds very little & largest holding by far is Samsung Electronics with (24.86% of portfolio) so it will make up for it and will shoot up. Listed on NYSE Arca.
I just use Korean broker for my $SSNLF holdings which I buy through exchanging with USD -> KR Won because fucking Powell not decreasing rates fucked up my American portfolio (except gas and oil) but made the exchange rate very favorable to USD so I just buy a lot of foreign shares.
I also use Japanese broker for Japanese semiconductor stocks like $TOELY and $CAJ (check them out).
Here largest holdings of $EWY - all good Korean corporations except maybe Celltrion but that is only because they don't have explosive R&D potential like American BP as they are not located in USA - Celltrion still good company.
