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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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bearish
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Ana Holdings
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23 Mar 2020 09:27
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
Mio Kato
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297 Views
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bearish
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Ana Holdings
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19 Mar 2020 10:35
What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
Mio Kato
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367 Views
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bearish
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Thematic (Sector/Industry)
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05 Mar 2020 02:46
WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
Jim Handy
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399 Views
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bearish
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Thematic (Sector/Industry)
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05 Feb 2020 12:51
Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
Jim Handy
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341 Views
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bearish
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Thematic (Sector/Industry)
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16 Jan 2020 01:54
Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
Jim Handy
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378 Views
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