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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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Fast Retailing
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23 Jul 2018 07:38
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
Travis Lundy
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556 Views
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bullish
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Yaskawa Electric
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19 Jul 2018 17:43
Yaskawa: Visit Reaffirms LT Potential but It's Too Early to Invest, Semi Capex Readthrough Poor
We visited Yaskawa Electric Corp (6506 JP) today and spent some time discussing current conditions. The main focus was on orders from China and...
Mio Kato
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539 Views
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bearish
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Fast Retailing
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19 Jul 2018 02:00
JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
Travis Lundy
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1.6k Views
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bearish
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Thematic (Sector/Industry)
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04 Jul 2018 08:57
A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
Jim Handy
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1.2k Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2018 20:23
Japan & Korea @Smartkarma: Autos, Toshiba, NTT, JDI, North Korean Détente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
Travis Lundy
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152 Views
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