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Tokyo Electron Ltd Unsp Adr (TOELY US)
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59
Analysis
Information Technology
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Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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bearish
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Fast Retailing
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27 Mar 2024 12:24
Fast Retailing (9983) - Now At Double Downweight Levels
Now clearly into double-sell territory but nota bene: A double sell only works for the first couple of %, then we're back into single-sell...
Travis Lundy
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1.1k Views
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bullish
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ZOZO Inc
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26 Mar 2024 11:19
Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara Holding Out
The adds are all up since announcement, led by Zozo. Nitori is up too even though the upweight was knows. Two of the three deletes are lower....
Brian Freitas
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1.1k Views
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bullish
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ZOZO Inc
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25 Mar 2024 08:49
Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs Update
The Mar24 N225 rebal has 5 days to run. So far, 3 of 4 stocks ADDed or UPweighted are up vs N225. DELETEs are down. There is a big funding sell....
Travis Lundy
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538 Views
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bearish
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Fast Retailing
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06 Mar 2024 23:12
Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals Tougher, and Fastie+TEL Are the FUN
Predictions for the Sep 2024 Nikkei 225 index rebal. I expect Ryohin Keikaku. Next would be Nomura Research. But the big trades are Fast Retailing...
Travis Lundy
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584 Views
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bullish
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Thematic (Sector/Industry)
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02 Mar 2024 15:36
Semiconductor WFE 2023 In Review, 2024 Outlook
2023 WFE revenues $93 billion, -1%YoY. Most had expected a 20% YoY decline. We expect 2024 WFE revenues to grow by ~5% YoY. China's WFE spend in...
William Keating
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376 Views
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