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bullish
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Thematic (Sector/Industry)
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20 Nov 2024 12:41
For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again
AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...
William Keating
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172 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2024 12:42
SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
William Keating
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213 Views
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bullish
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Cross Asset Strategy
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18 Nov 2024 08:30
2025 High Conviction Idea: Gold
Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...
Cam Hui
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302 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2024 13:52
Silicon Wafers Q324 Area Shipments, Revenue, EBIT, Outlook & More
Q324 silicon wafer area shipments in 3,214 MSI , +5.9% QoQ & +6.8% YoY. Top 4 revenues $2.5 billion, +0.5% QoQ & + 6.5% YoY. Top 4 EBIT $337...
William Keating
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287 Views
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bullish
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Thematic (Sector/Industry)
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15 Nov 2024 02:25
# 71 India Insight: Tata Comm Divest Business, LTI Innovation Hub, Tata Motors Separates PV Business
Tata Communications sells ATM business, Tata Motors to separate vehicle segments, LTIMindtree opens innovation hub in Houston.
Sudarshan Bhandari
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200 Views
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