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Tokyo Electron Ltd Unsp Adr (TOELY US)
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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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Kokusai Electric
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09 Jul 2024 22:42
Kokusai Electric (6525 JP): Rumoured KKR US$1.8 Billion Secondary Offering
As Kokusai’s shares are trading at 3.2x the IPO price, KKR would be tempted to reduce its stake further. Expect a secondary offering announcement...
Arun George
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307 Views
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bearish
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Thematic (Sector/Industry)
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01 Jul 2024 10:03
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Fabricated Knowledge
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231 Views
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bullish
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Thematic (Sector/Industry)
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24 Jun 2024 17:28
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
William Keating
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193 Views
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bullish
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Ryohin Keikaku
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21 Jun 2024 07:22
Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark Horse, But #2-Ranked ADD Is Close
The Nikkei 225 rebal for September is still likely to be a small affair. One ADD. One DELETE. The big capping trade for Fast Retailing is 1% away...
Travis Lundy
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680 Views
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bullish
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Thematic (Sector/Industry)
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20 Jun 2024 16:58
[Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
US youth unemployment rate is decreasing, Congressmen propose bill to block purchase of China-made semiconductor equipment by US subsidy...
Blue Lotus Research Institute
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235 Views
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