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Tokyo Electron Ltd Unsp Adr (TOELY US)
Watchlist
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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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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281 Views
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bearish
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Tokyo Electron
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11 Feb 2023 15:10
Tokyo Electron (8035 JP): MAGIC Versus Reality
The market welcomed 3Q results and new guidance, but sales, profits and margins continue to decline, with record inventories. Valuations out to Mar...
Scott Foster
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424 Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2023 07:04
Good Morning Japan |Equity Losses Again on Rate Hike Refocus;Japan Earnings Deluge>500 Stocks on Tap
INFLATION FEARS (AGAIN) ; New BOJ Governor nominees to be presented on Feb 14 ; Apple/Google warned by Japan FTC; Earnings Festival: Positive...
Mark Chadwick
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300 Views
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bullish
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Tokyo Electron
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09 Feb 2023 23:35
Tokyo Electron (8035) | MAGIC Drivers
We remain bullish on TEL. The company has a high return financial model with decent shareholder rewards. The market has discounted the 2023 WFE...
Mark Chadwick
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343 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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07 Feb 2023 17:59
Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs
Up to 45nm chips may now hobbled by Japan & Netherlands joining U.S. with restrictions. Mediatek sees signs of slight smartphone stablization; key...
Vincent Fernando, CFA
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327 Views
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