Renesas Placement - Very Well Flagged, past Deals Have Done Well but Large Size Warrants Correction
Renesas, along with INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. The current deal would be of somewhat...
319 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
233 Views
Renesas – Secondary Is a Good Chance to Enter at a Discount
Renesas stock has noticeably underperformed peers NXP and Infineon and the stock could be pressured further by this capital raise but that is an...
406 Views
March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
327 Views
Renesas – Profitability Is the Story Here, Not Factory Fires
Renesas has been a bit of a laggard among semiconductor names but a strong increase in profitability could reassure investors worried about damage...
310 Views