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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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Thematic (Sector/Industry)
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26 Jul 2016 20:08
Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
Pelham Smithers Associates
362 Views
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bullish
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Thematic (Sector/Industry)
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25 Jul 2016 06:02
Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
Andrew Lu
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221 Views
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bearish
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Macroeconomics
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05 Jul 2016 08:18
Japan Non-IT Industries: Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Europacifica CEO Naomi...
Naomi Fink
555 Views
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bearish
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Thematic (Sector/Industry)
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15 Apr 2016 05:11
Another View on Coupang's 2015 Financials and Possible Future Scenario
Coupang (wholly owned by Forward Ventures) announced its 2015 financial performance yesterday.: For the specific details of Coupang's financials,...
Sanghyun Park
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261 Views
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bullish
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Thematic (Sector/Industry)
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11 Apr 2016 10:34
NHN Entertainment Invests in Ticket Monster - Implications for Softbank and Softbank-Backed Coupang
Surprisingly, NHN Entertainment (which was spun off from Naver in 2013) made USD40m investment in Ticket Monster (one of the three major social...
Sanghyun Park
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214 Views
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