Letters by company

SKY Perfect JSAT Holdings Inc

1 letter discussing SKPJF. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund exited CATL, Samsung Electronics and Fujikura after reassessing valuation, AI-capex risks and remaining upside. It added Moody’s, Williams Companies and GRAIL while retaining conviction in electrification, financials, and aerospace and defense, citing grid investment, bank margin expansion and defense demand. Q3 2026 0K36 CYATY $1.5TFJIKY $9.2T