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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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Sony Corp
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21 Jan 2022 17:20
TOPIX-Nikkei Skew Trade Hit by Sony and Fast Retailing but Outperforming Nikkei
Volatility in Fast Retailing and Sony have hurt the performance of our skew trade but looking forward we expect recent volatility to be absorbed...
Mio Kato
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359 Views
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bearish
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Softbank Group
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23 Dec 2021 12:22
We Like the TOPIX-Nikkei Skew Trade Into End of Year Liquidity Drops
Given likely drops in liquidity but continued choppiness in markets we feel that liquidity risk will be important over the next 2-3 weeks. Given...
Mio Kato
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474 Views
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bearish
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Softbank Group
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16 Dec 2021 10:14
Checking in on the Topix-Nikkei Skew Trade
Our TOPIX-Nikkei skew trade has a slight inherent short bias as Nikkei is more growth skewed but it has nevertheless generated a positive return...
Mio Kato
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287 Views
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bearish
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Softbank Group
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02 Dec 2021 21:14
Revisiting the Topix-Nikkei Skew Trade
Early last year we suggested trading this skew which would have generated 10-12% pure alpha within four trading days. This trade is starting to...
Mio Kato
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382 Views
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bullish
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Lvmh Moet Hennessy Louis Vuitton
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20 Nov 2021 02:56
Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
Vermilion Research
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329 Views
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