ENTITY
Ibiden Co Ltd

Ibiden Co Ltd (4062 JP)

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Analysis
Information TechnologyJapan
IBIDEN CO, LTD. develops, produces, and markets ceramics, housing materials, and electronics. The Company's products include printed circuit boards (PCB), graphite specialties, integrated circuit (IC) packages, ceramic fibers, melamine decorative high-pressure laminates, and pre-cut structural materials.
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bullishIbiden Co Ltd
05 Oct 2024 16:32

Shinko Electric (6967 JP) Takeover - Still Buy Dips, and Ibiden (4062 JP)

The periodic Shinko Electric Arb Update still says buy dips and again says Ibiden is a buy. Go figure. It's a good risk here. We still have four...

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bullishIbiden Co Ltd
05 Oct 2024 08:19

Ibiden (4062 JP): Once Again a Long-Term Buy

Sales, profits and the share price appear to have bottomed out, while advanced packaging for Ai processors and CPUs should drive long-term...

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bullishIbiden Co Ltd
12 Sep 2024 20:59

Shinko Electric (6967 JP) Takeover - Time To Buy Dips, and Ibiden (4062 JP)

Shinko hits a multi-month low and a 9% spread, then bounces hard. Tech rebounds. Ibiden is cheaper than it has been in 18mos and has an FX forecast...

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05 Nov 2024 07:31

Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...

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26 Jun 2023 10:38

Japanese Semiconductor Stocks and AI "Winners" that Ain't So

Another BSPDN name and some ABF ideas. Not every AI semiconductor stock is actually winning. This edition just so happens to be Japan focused

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