FUJIFILM Holdings

FUJIFILM Holdings is a holding company engaged in the manufacture and sale of imaging information products. Co.'s principal businesses are divided into three segments: imagining solution, information solution and document solution. Co.'s principal products and services are color films, digital cameras "FinePix," photofinishing equipment, color paper, as well as chemicals and services for photofinishing; equipment and materials for medical systems and life sciences, equipment and materials for graphic arts, flat panel display materials, recording media and optical devices; office copy machines/MFPs, printers, as well as production systems and services.
  • Ticker4901
  • ISINJP3814000000
  • SectorTechnology Hardware & Equipment
  • CountryJapan

Analysts

FUJIFILM HOLDINGS CORP. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of FUJIFILM HOLDINGS CORP. (JP), a company active in the Electronic Office Equipment industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date November 5, 2019, the closing price was JPY 5,066.00 and its potential was estimated at JPY 5,319.30.

PSA Chemicals: Fujifilm (4901 JT) Explaining What Underlies the Rerating

Why are Fujifilm shares undergoing a positive rerating? It’s because healthcare profits have begun to exhibit accelerating momentum, Documents is benefiting from restructuring, and shareholders are attracted by the company’s strong record of shareholder returns. Analyst Joel Scheiman is impressed and meanwhile, the shares remain reasonably valued.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Positiv...

Dave Nicoski ...
  • Ross LaDuke

Insights: Bullish Japanese Electronics Stocks

Amid the turmoil, buy opportunities in Japanese consumer electronics: Sony, Nintendo, FUJIFILM, and Zenrin Along with the reset of the world's equity markets, Japan's TOPIX and Nikkei 225 have pulled back to their previous breakouts. While we are is still likely to see continued volatility and backing and filling, the current pullback within Japan's TOPIX and Nikkei 225 indexes is offering an opportunity to add exposure to attractive constituents... see charts below. Consumer electronics manufacturers are particularly attractive. Today we direct your attention to four stocks with the best set...

The PSA Japan Research Round-Up for the Week Ending October 5, 2018

v The Weekly Comment Joel Scheiman reviews the week which after hitting a 27-yr high on Oct 1, has been knocked back by contagion from sliding Asian markets and rising interest rates. v Reports / Flash Notes Summaries Stretching the MLCC Market: Implications for the Industry and Murata Mfg (6981 JP) Does “Murata Good, Skyworks / Avago / Qorvo Better” Still Hold True? September US Auto Sales – Japan Automakers Underperform on Falling Incentives Foster Electric (6794 JP) – Company Visit Feedback

PSA Chemicals: Fujifilm (4901 JT) Explaining What Underlies the Rerating

Why are Fujifilm shares undergoing a positive rerating? It’s because healthcare profits have begun to exhibit accelerating momentum, Documents is benefiting from restructuring, and shareholders are attracted by the company’s strong record of shareholder returns. Analyst Joel Scheiman is impressed and meanwhile, the shares remain reasonably valued.

Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

The Must Read PSA Japan Research Round-Up (Week to Sept 28, 2018):

News on Sony this week gave Pelham Smithers cause to consider pausing his multi-year championing of the name. Heading off the PSA sales team’s clamour for a replacement, he presents ten candidates.

Joel Scheiman ...
  • Pelham Smithers

PSA Today Feb 22: Nikkei slides/Ricoh's impairments/Strong Jan US video game sales/Eyes on Sony at MWC 2018 - Nikkei -1.07%

Japan Market Comment by Pelham Smithers and Joel Scheiman Nikkei ¥21,736.44(-¥234.37/ -1.07%); Topix ¥1,746.17(-¥15.44 / -0.08%); ¥/$107.47 Tags: : NTT (9432 JP), Seven & I Holdings (3382 JP), Astellas (4503 JP), Toyo Tanso (5310 JP), Ricoh (7752 JP), Coca Cola Bottlers (2579 JP), Coca Cola (KO US), Xerox (XRX US), Seiko Epson (6724 JP), Canon (7751 JP), HP (HPQ US), Kyocera (6971 JP), Fujifilm (4901 JP), Nintendo (7974 JP), Capcom (9697 JP),  Bandai Namco (7832 JP), Square Enix (9684 JP), Samsung (005930 KS), Sony (6758 JP), Apple (AAPL US), Verizon (VZ US), Sprint (S US), T-Mobile (TMUS US...

Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Weekly Research Round-Up (week ending Feb 16, 2018)

The PSA Japan Research Round-Up for the week ending February 16, 2018 Contents at a Glance The Weekly Comment by Pelham Smithers: Surf’s up: Pelham Smithers considers whether we are starting to see a break in the link between the yen and the Japanese stock market. Reports / Flash Notes Summaries 1. Mitsubishi Electric (6503 JP): FA and Infrastructure Upturn 2. Sony (6758 JP): FY17 Outlook and SoTP5 Company / Sector / Thematic Comments 1. Sony (6758 JP) Surprises, Irritates with Peter Rabbit / Overlooked in the Media – CNBC 2. NEC (6701 JP): Language Terminals Expected to be A Big Hit 3. Squ...

Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Feb 13:Yen up, market down / Kuroda reappointed / Flu and Shionogi / Sony and Peter Rabbit / Fujifilm's Xerox move resisted / Nabtesco's poor guidance / Avex turns in Q3 - Nikkei -0.65%

PSA Today Feb 13: Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen Nikkei ¥21,244.68 (-¥137.94/ -0.65%); Topix- ¥1,716.78 (-¥15.19 / -0.88%); ¥/$108.33 Tags: Shionogi (4507 JP), Roche (ROG SW), Gilead (GILD US), Astellas (4503 JP), Fujifilm (4901 JP), Xerox Corp (XRX US), Nabtesco (6268), Avex (7860 JP)Main Points at a Glance • Market slides as yen heads towards ¥107/$ • Kuroda reappointed BoJ Governor • Shionogi gains Japanese approval for baloxavir • Sony’s Peter Rabbit opens with US$25mil box-office take • Fujifilm Shares Weaker after Xerox Takeover Res...

The PSA Japan Research Round-Up for the Week Ending October 5, 2018

v The Weekly Comment Joel Scheiman reviews the week which after hitting a 27-yr high on Oct 1, has been knocked back by contagion from sliding Asian markets and rising interest rates. v Reports / Flash Notes Summaries Stretching the MLCC Market: Implications for the Industry and Murata Mfg (6981 JP) Does “Murata Good, Skyworks / Avago / Qorvo Better” Still Hold True? September US Auto Sales – Japan Automakers Underperform on Falling Incentives Foster Electric (6794 JP) – Company Visit Feedback

Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today Mar 8: A nervous, quality bias/Nissan to buy Renault stake from France?/Fujifilm and Ricoh share a goal/Eisai's massive Merck deal/Asahi Kasei's housing stats/LINE's growth - Nikkei +0.54%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen Nikkei ¥21,368.67 (+¥115.35 / +0.54%); Topix ¥1,709.95 (+¥5.99/ +0.35%); ¥/$105.96 Tags: Capcom (9697 JP), GMO Payment (3769 JP), SBI Holdings (8473 JP), Digital Garage (4819 JP), Kitanotatsujin (2930 JP), Nissan (7201 JP), Renault (RNO FP), Mitsubishi Motors (7211 JP), Ricoh (7752 JP), Fujifilm (4901 JP), Xerox Corp (XRX US), Fuji Xerox, Eisai (4523 JP), Merck (MRK US), Asahi Kasei (3407 JP), LINE (3938 JP), Rakuten (4755 JP) Main Points at a Glance • Nervousness leads to a quality bias to the market • eSport...

FUJIFILM HOLDINGS CORP. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of FUJIFILM HOLDINGS CORP. (JP), a company active in the Electronic Office Equipment industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date November 5, 2019, the closing price was JPY 5,066.00 and its potential was estimated at JPY 5,319.30.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Fujifilm Holdings (4901) FY17 Q1 Results Meeting – Cameras Push Earnings Ahead of Guidance

Key Points Fujifilm explained at its earnings meeting that the Imaging and Information Segments combined beat its guidance thanks to strong momentum for cameras but made no changes to its guidance. Documents (Fuji Xerox) again appeared to disappoint, although management noted that Q1 results were only slightly below internal targets. Management appears confident that conditions will improve by H2, boosted in part by its supply of more than ten new office product models this year to the newly reorganized Xerox Corp (XRX US). Fujifilm intends to announce a new medium-term plan on August 30t...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Positiv...

Dave Nicoski ...
  • Ross LaDuke

Insights: Bullish Japanese Electronics Stocks

Amid the turmoil, buy opportunities in Japanese consumer electronics: Sony, Nintendo, FUJIFILM, and Zenrin Along with the reset of the world's equity markets, Japan's TOPIX and Nikkei 225 have pulled back to their previous breakouts. While we are is still likely to see continued volatility and backing and filling, the current pullback within Japan's TOPIX and Nikkei 225 indexes is offering an opportunity to add exposure to attractive constituents... see charts below. Consumer electronics manufacturers are particularly attractive. Today we direct your attention to four stocks with the best set...

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