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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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Tokyo Electron
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10 Jun 2022 11:07
Tokyo Electron (8035 JP): New Medium-Term Plan Vs. Reality
Management's new five-year plan assumes a favorable operating environment through FY Mar-27. That seems over-optimistic. In view of economic...
Scott Foster
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529 Views
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bullish
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NTT (Nippon Telegraph & Telephone)
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30 May 2022 05:58
TOPIX Rebalance: Flows at the Close
The second tranche of the FFW methodology change for the TOPIX Index will be implemented at the close of trading today. One way flow is ~JPY 745bn...
Brian Freitas
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618 Views
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bearish
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Tokyo Electron
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12 May 2022 21:43
TEL – Margin Disappointment
While TEL's momentum matched other WFE peers margins looked disappointing and we believe there is material downside to valuations as we approach...
Mio Kato
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278 Views
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bearish
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Tokyo Electron
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09 May 2022 07:56
Tokyo Electron (8035) | Fundamentals Don’t Matter...for Now
Despite favorable industry conditions and strong outlook for wafer fab equipment, we think that the stock could continue to de-rate.
Mark Chadwick
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270 Views
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bearish
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Tokyo Electron
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12 Apr 2022 14:42
Tokyo Electron (8035 JP): Delays and Uncertainty
Management sees 20% potential sales growth this year, but that looks over-optimistic. Demand shows signs of leveling off and margin expansion...
Scott Foster
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434 Views
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