Rohm (6963 JP): Probably Won't Buy Toshiba's Electronic Devices Business
Rohm will probably not acquire Toshiba's power device business. Instead, it will keep working with NEDO to expand its own capabilities. Down 24%...
297 Views
Toshiba – Why Renesas Might Be a Better Option for the Devices Business than an IPO
We believe a listing of Toshiba's device business would not create an especially attractive security for investors and that a sale to a domestic...
365 Views
GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
240 Views
Denso – Slightly Disappointing Margins but It’s All About the Production Ramp
Denso's reported OP was 17.8% lower than consensus estimates. The market reacted negatively to the weak OP print but we think the focus should be...
224 Views
Toyota – 11m Unit Production Target Is a Positive Surprise
Toyota has set internal production targets of 11m units for the FY23 implying a more than 20% YoY increase which is very positive news not just for...
199 Views