JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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Japan & Korea @Smartkarma: Autos, Toshiba, NTT, JDI, North Korean Détente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
163 Views
Tokyo Electron (8035 JP): New Medium-Term Plan
Tokyo Electron (TEL) has released a detailed Medium-Term Plan that includes management's view of the outlook for semiconductor wafer fab equipment...
143 Views
Tokyo Electron Bullish for a 30%+ Rise
Tokyo Electron (8035) in Japan exhibits some very bullish chart points that call for a major breakout on the back of our recent bullish SOX call in...
110 Views