Sumco Vs. TEL: Wafers over Etchers
We believe that conditions within the semiconductor chain make the relative prospects for wafer manufacturers extremely attractive in terms of both...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Tokyo Electron (8035 JP): Management Optimistic at 3Q Results Meeting
In December, SEMI (previously Semiconductor Equipment and Materials International) forecast a 7.5% increase in sales of wafer fab equipment (WFE)...
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The Week That Was In North Asia@Smartkarma: Dr. Jim Walker's 2018 Strategy, Bitcoin Crash, & BLASH
There was a lot of action in the Japanese and Korean stock markets in the past week. As US 10 Year Treasury bond yield continues to roar higher,...
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