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Renesas Electronics (6723 JP)
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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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Dialog Semiconductor
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20 Apr 2021 04:53
Renesas/Dialog: Update and Spread
Gross spread (19 April) is 4.6%, about 9% annual spread considering less than six months to close, relatively high in comparison with recent...
Jesus Rodriguez Aguilar
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274 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2021 08:25
February Semiconductor Revenues Remain Impressively Above Trend
What is driving the current boom in semiconductors? An ongoing shortage, which is driving striking price increases, leading to record revenues. ...
Jim Handy
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303 Views
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bullish
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Toyota Motor
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31 Mar 2021 12:38
Toyota – Electrifying Lexus
Lexus has seen less EV related news flow than the main Toyota brand in terms of technological progress but this appears to now be changing and has...
Mio Kato
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250 Views
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bearish
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Softbank Group
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29 Mar 2021 19:38
Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
Mio Kato
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410 Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2021 07:28
January Semiconductors Up 13.2% Y/Y
Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...
Jim Handy
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360 Views
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