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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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Thematic (Sector/Industry)
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14 Jul 2023 06:30
Ohayo Japan| Lower Rates, Higher Stocks; Crypto Optimism; NUGGET: Hydrogen Future - KHI(7012)Revisit
Disinflation trade continues- Rates down, DXY down, Stocks up; Nikkei Futures +1% vs Cash; USDJPY 138; Set for Beta bid in Stocks; Blow out Fast...
Mark Chadwick
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529 Views
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bullish
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Thematic (Sector/Industry)
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13 Jul 2023 06:24
Ohayo Japan| Fed Job Done-Inflation Over, Stocks Rally; NUGGET: BayCurrent - To Leap from DX to AI ?
Fed job done - inflation defeated; NKY Futures +0.3% vs Cash; USDJPY 138.5; US CPI print drives yen strength - headwind to stocks; PayPay to list...
Mark Chadwick
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228 Views
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bullish
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Thematic (Sector/Industry)
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11 Jul 2023 06:20
Ohayo Japan| Fed Rate Hike End in Sight; NUGGET: More Women on Boards = Higher Valuations?
SPX gains as end of Fed hike cycle in sight; NKY Futs +0.4% vs Cash; USJPY 141.3; "New" NISA eligible funds expand; JP investors buy record...
Mark Chadwick
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217 Views
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bullish
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Cross Asset Strategy
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30 Jun 2023 20:47
Japan: Early Signs of a Potential Re-Weight
Global Equity Funds make tentative moves back in to Japan after a 5-year decline. Ownership levels remain near record lows, so potential for...
Steven Holden
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522 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2023 06:05
Ohayo Japan|Chips Sell Off; Micron Calls Memory Bottom; NUGGET: Katitas(8919)-Future Looks Bright
SPX Flat; Chip stocks sell off; NKY Futs +0.1% vs Cash; USDJPY 144.4; Japan FX Tsar concerned saying govt will respond "appropriately" on...
Mark Chadwick
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468 Views
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