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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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bullish
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iShares MSCI ACWI ETF
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20 Jan 2024 04:58
Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
Vermilion Research
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393 Views
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bullish
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Samsung Electronics
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23 Dec 2023 01:16
Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
Upgrading Mexico $EWW to Overweight; Bullish Outlook Intact on $ACWI; Technology Remains Global Leadership. 44 individual buys highlighted in Tech,...
Vermilion Research
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652 Views
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bearish
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Thematic (Sector/Industry)
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06 Dec 2023 15:36
Semiconductor Events Deserving Your Attention @6/12/23
Global semi sales for October 23 of $46.6 billion, +3.9% MoM, -0.7% YoY. Q323 semi WFE billings $25.6 billion, -11% YoY, -1% QoQ. China set to...
William Keating
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318 Views
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bearish
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Thematic (Sector/Industry)
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28 Nov 2023 09:46
Semiconductors. The Downturn Is Over. Or Is It?
Despite the positives that PC and Smartphone markets are in recovery mode, semi sales growing MoM etc, multiple data points suggest we'll still be...
William Keating
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370 Views
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bearish
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Thematic (Sector/Industry)
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19 Nov 2023 10:56
Semiconductor WFE Q323 Segment Roundup & Outlook
On the basis of current quarter forecasts, we calculate CY2023 WFE revenue to reach $92.6 billion, a 1.6% YoY decline, and a far cry from the...
William Keating
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425 Views
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