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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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17 Feb 2023 06:58
Good Morning Japan |Equities Waver on Hot PPI Print/Higher Rates; Telsa: Good Vs Bad; ARM IPO Risk?
Japan likely to start low post US sell off overnight. The NKY is still up 6.1% YTD, so shedding off 100bps isn't a biggie. PM Kishida still in the...
Mark Chadwick
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397 Views
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bullish
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Thematic (Sector/Industry)
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16 Feb 2023 07:23
Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120
NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1. Weak yen to dominate today as strong US macro datapoints drive up the USD. A strong US economy...
Mark Chadwick
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279 Views
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bullish
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Thematic (Sector/Industry)
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15 Feb 2023 07:09
Good Morning Japan |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?
CPI leaves markets confused, but Beta and cycliclals bid anwyay. Nikkei Futures +0.5% vs Cash; BOJ Governor designate nominated but with weak GDP...
Mark Chadwick
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257 Views
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bullish
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Taiwan Semiconductor (TSMC)
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14 Feb 2023 06:30
Taiwan Tech Weekly: Latest Key Results Add More Expectations for a 2H23E Turnaround
Forward expectations are generally for a worse 1Q23E ahead followed by the beginning of a recovery in 2Q23E. Is this becoming simply the consensus...
Vincent Fernando, CFA
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230 Views
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bullish
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Thematic (Sector/Industry)
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13 Feb 2023 06:08
Good Morning Japan |SPX Hangs on Ahead of Key CPI Print; BOJ Gov Candidate Shocker->ChatGPT's View
US CPI in focus; BOJ Surprise Nominee - do not expect anything revolutonary. After Gov designate Ueda's news conference on Friday, that market has...
Mark Chadwick
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279 Views
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