U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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Is Maxim’s Analog Business a Good Fit for Renesas? Will Renesas Benefit Off a Cheaper Acquisition?
Following news of the Innovation Network Corporation of Japan’s (INCJ) 12% disposal of Renesas shares, we took a closer look at whether Maxim’s...
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Renesas Placement: Tighter Effective Discount and Placement Overhangs but Statistic Supports a Bid
Renesas, a leading automotive IC manufacturing, is placing USD2bn of shares for its shareholders, including Innovation Network Corporation of Japan...
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