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Renesas Electronics (6723 JP)
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Analysis
Information Technology
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Japan
Renesas Electronics Corporation researches, develops, designs and manufactures electronic components such as semiconductors and integrated devices.
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bullish
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SK Hynix
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10 May 2024 05:01
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Syndicated
Tech Supply Chain Tracker (10-May-2024): Samsung and LG launch new gaming/ AI monitors in market recovery.
Samsung, LG, Tata, Arm, Saudi fund, SK Hynix, and Toyota are all making strategic moves in gaming monitors, self-driving vehicles, semiconductor...
Tech Supply Chain Tracker
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297 Views
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bullish
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China Traditional Chinese Medicine
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06 May 2024 00:41
Merger Arb Mondays (06 May) - China TCM, L'Occitane, Hollysys, Shinko, QV Equities, Qantm IP, Adbri
This week, the highest gross spreads are Hollysys (12.1%), QV Equities (11.4%), Southern Cross (9.0%), Qantm IP (8.2%), Probiotec (7.4%), China TCM...
Arun George
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380 Views
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bearish
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Thematic (Sector/Industry)
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02 May 2024 17:30
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Syndicated
Japan’s Semiconductor Export Controls Disrupt Global Supply Chain, Ministry Says
The export controls on certain semiconductor products proposed by the Japanese government will severely undermine the stability of the global...
Caixin Global
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156 Views
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bullish
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Azure Minerals
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29 Apr 2024 01:00
Merger Arb Mondays (29 Apr) - Azure, Silver Lake, Roland DG, CF Logistics, China TCM, Hollysys
This week, the highest gross spreads are Qantm IP (18.4%), Azure (8.8%), Hollysys (7.9%), Probiotec (7.4%), Southern Cross (7.2%), China TCM...
Arun George
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364 Views
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bullish
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Nikon Corp
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24 Apr 2024 20:27
Nikon (7731) - Beware The Bloomberg Headline But There's Value Here
Nikon is a cheap company with dual personalities, which keeps its multiple low. It has cash and securities too. Silchester bought 5% and Bloomberg...
Travis Lundy
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480 Views
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