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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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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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bullish
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Tokyo Metro
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29 Feb 2024 08:08
Tokyo Metro IPO Early Look - Could Raise Around US$2bn While Still Recovering from COVID
Tokyo Metro’s shareholders, the Japanese and Tokyo Metropolitan Governments, could look to raise up to US$2bn by selling half of their stake via an...
Sumeet Singh
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280 Views
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bullish
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Thematic (Sector/Industry)
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22 Feb 2024 09:15
Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
Fabricated Knowledge
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194 Views
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bearish
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Applied Materials
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19 Feb 2024 17:35
AMAT. Post Earnings Surge For No Good Reason
Q124 revenues of $6.71 billion, flat both QoQ and YoY. Q224 revenue $6.5 billion, in line with peers. No full year 2024 guidance. WFE has more...
William Keating
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312 Views
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