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Renesas Electronics (6723 JP)
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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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Thematic (Sector/Industry)
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06 Jun 2023 06:16
Ohayo Japan|US Rally Pauses on Services ISM-Recession Fears?; NUGGET: KEPCO, AI, and Data Centers ?
NKY Futs -0.3% vs Cash; Expect a pull back today given US pause, overbought markets, and stronger yen; MS Bullish Call on Japan; Panasonic expands...
Mark Chadwick
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312 Views
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bearish
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iShares MSCI ACWI ETF
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27 May 2023 00:39
No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
Vermilion Research
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42 Views
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bullish
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Thematic (Sector/Industry)
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25 May 2023 06:36
Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
Jim Handy
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466 Views
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bullish
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Rakuten
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24 May 2023 02:22
Rakuten (4755 JP): The Current Playbook
So far, Rakuten’s shares have mostly followed the pattern of previous large placements. Investors participating in previous large Japanese...
Arun George
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431 Views
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bullish
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Thematic (Sector/Industry)
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19 May 2023 06:18
Ohayo Japan |Tech on Fire; Relentless Japan Equity Bid;NUGGET: "My Number" Expansion to Hasten JP DX
NKY Futs +1.1% vs Cash; As Japan Prepares for G7 Meeting, PM Kishida woos Global Semi CEOs; Panasonic tgts 200GW batteries by 2030; Ricoh-Toshiba...
Mark Chadwick
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434 Views
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