January 6, 2026 03:32 PM GMT Investor Presentation | Japan M Foundation Electronic Components: Watching End-Product Demand Change/Gap Between Actual Demand and Electronic Component Shipments in 2026 The expanding range of devices leveraging AI computing is driving demand for high-performance electronic components. However, we also expect valuations and the sustainability of EPS growth to come under scrutiny, and thus maintain our industry view at In-Line. Key Takeaways Morgan Stanley MUFG Securities Co., Lt ...

ITASCA, Ill.--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN) a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced the date for the release of its fourth quarter and full year 2025 financial results. Fourth Quarter 2025 Conference Call and Webcast Knowles will issue its fourth quarter and full year 2025 financial results on February 5, 2026,. ...

Investors were unenthusiastic about the company's latest expansion effort.A new acquisition announced by electronic components maker Jabil (JBL 7.05%) on Monday wasn't greeted warmly by Mr. Market. Investors traded out of the company on news of its latest deal, to the point where the stock lost more than 7% of its value that trading session.Starting off the new year with a new asset buyThat morning, Jabil announced that it is now the owner of privately held Hanley Energy Group, which specializes in energy m ...

证券日报网讯 1月5日，奕东电子在互动平台回答投资者提问时表示，公司一直从事精密电子零组件产 品的研发、生产和销售，在高速通讯连接器相关产品上有很好的积累，公司会紧跟行业发展趋势，致力 于满足行业客户的需求。 （编辑 王雪儿） ...

Market Overview - The Nikkei index decreased by 0.5% to 50,517.41, while the broader Topix index saw a slight increase of 0.04% to 3,424.42 [1][7] - All three major U.S. stock indexes closed nominally lower, ending a five-session rally [2][7] Sector Performance - Technology stocks in Japan, particularly chip-related companies, experienced declines, with Advantest and Tokyo Electron falling by 2.17% and 0.9%, respectively [7] - Electronic components maker TDK also saw a decrease of 1.3% [2][7] - Japan Tobacco and Bridgestone reported declines of 1.72% and 0.83%, respectively, as they went ex-dividend [4][5][7] - The rubber maker index within the Topix fell by 0.89%, marking it as one of the worst-performing sectors [6][7] Investment Trends - The Topix's value share index increased by 0.35%, while the growth share index decreased by 0.28% [6][7] - Value shares, which typically offer higher dividends, are expected to rise in January as retail investors purchase them for the Nippon Individual Savings Account (NISA) program [6][7] - The NISA program is expanding, providing tax exemptions on capital gains for retail investors [6][7] Banking Sector - Banks showed positive performance, with Mitsubishi UFJ Financial Group gaining 0.6%, and Sumitomo Mitsui Financial Group and Mizuho Financial Group rising by 0.63% and 0.76%, respectively [6][7] - The Bank of Japan's discussions indicated a potential need for continued interest rate hikes, influencing bank stock performance [6][7]

Harbor Funds, an investment management company, released its Q3 2025 investor letter for “Harbor Mid Cap Fund”. A copy of the letter can be downloaded here. The Harbor Mid Cap Fund primarily focuses on investing in equity securities, targeting common and preferred stocks of mid-sized U.S. companies. Global equities rebounded strongly in the third quarter, fueled by inflation easing, resilient economic data, and some of the most disruptive trade measures were eased or postponed. The fund returned 4.19% in t ...

Core Insights - Loomis Sayles Small Cap Value Fund reported a return of 6.21% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - The strong performance of US equities in Q3 was attributed to easing tariff concerns, a pro-growth budget from Congress, and expectations of further rate cuts by the Federal Reserve [1] Company Highlights - Bel Fuse Inc. (NASDAQ:BELFB) is a key holding in the Loomis Sayles Small Cap Value Fund, recognized for its products that power, protect, and connect electronic circuits [2][3] - The stock of Bel Fuse Inc. experienced a one-month return of 15.38% and a remarkable 110.53% increase over the past 52 weeks, closing at $176.17 per share with a market capitalization of $2.23 billion on December 24, 2025 [2] - The company reported sales of $179 million in Q3 2025, reflecting a 44.8% increase compared to the same quarter the previous year [4] Investment Strategy - The investment in Bel Fuse Inc. is maintained due to its operational improvements, strategic acquisitions, and a rebound in its computer networking segment [3] - Despite the potential of Bel Fuse Inc. as an investment, the company suggests that certain AI stocks may offer greater upside potential with less downside risk [4]

We wrote about Benchmark Electronics , Inc. ( BHE ) back in June of this year when we downgraded the US-based electronic components outfit. Although our timing may have been amiss with respect to theIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in additional income. Risk management i ...

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% retur ...

Group 1: Amtech Systems, Inc. (ASYS) - Amtech is a manufacturer of essential equipment and consumables for the semiconductor and automotive industries with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for Amtech's current year earnings has increased by 186.7% over the last 60 days [1] - Amtech's shares have gained 25% over the last three months, outperforming the S&P 500's advance of 2.4% [1] - The company has a Momentum Score of A [1] Group 2: Allot Ltd. (ALLT) - Allot is a provider of security solutions and network intelligence solutions with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Allot's current year earnings has increased by 57.1% over the last 60 days [2] - Allot's shares have gained 4.4% over the past month, compared to the S&P 500's advance of 2.4% [2] - The company has a Momentum Score of A [2] Group 3: Amphenol Corporation (APH) - Amphenol designs and manufactures electronic connectors, interconnect systems, and sensors for various global industries with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Amphenol's current year earnings has increased by 8.6% over the last 60 days [3] - Amphenol's shares have gained 5.7% over the last three months, also outperforming the S&P 500's advance of 2.4% [3] - The company has a Momentum Score of B [3]