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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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bullish
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Tokyo Electron
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30 Jan 2018 22:31
Tokyo Electron (8035 JP): Management Optimistic at 3Q Results Meeting
In December, SEMI (previously Semiconductor Equipment and Materials International) forecast a 7.5% increase in sales of wafer fab equipment (WFE)...
Scott Foster
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138 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2018 13:25
The Week That Was In North Asia@Smartkarma: Dr. Jim Walker's 2018 Strategy, Bitcoin Crash, & BLASH
There was a lot of action in the Japanese and Korean stock markets in the past week. As US 10 Year Treasury bond yield continues to roar higher,...
Douglas Kim
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235 Views
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bullish
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Thematic (Sector/Industry)
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22 Jan 2018 14:06
We Are Raising Our Chip Equipment Estimates for 2018 as Recent Strength Set to Persist
After taking a fresh look at our semiconductor capital equipment coverage, we are raising our 2018 equipment market growth rate from 3% to 10%. Our...
Morningstar, Inc.
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125 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Jan 2018 18:01
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
Andrew Lu
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398 Views
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bullish
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Thematic (Sector/Industry)
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08 Jan 2018 15:16
A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
William Keating
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339 Views
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