🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
441 Views
ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins
ASML reported its 3Q2019 results on Wednesday (16th October 2019) which saw revenues grew 7.6% YoY while operating profit for the quarter declined...
367 Views
Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
447 Views
ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
422 Views
Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 23 August is US$24.95bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
418 Views