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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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Hitachi Kokusai Electric
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10 Aug 2017 08:42
Hitachi Kokusai TOB - Curbing My Enthusiasm
Yesterday after the close, Hitachi Kokusai Electric Inc (6756 JP), the KKR vehicle ("HKE") intending to buy it, and Hitachi Ltd (6501 JP) which is...
Travis Lundy
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333 Views
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bullish
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Advantest Corp
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08 Aug 2017 08:24
JPX Nikkei 400 Rebalance Announced
The JPX-Nikkei 400 Index was announced in mid 2013 as an effort between the JPX and Nikkei (with the Nikkei newspaper and others suggesting...
Travis Lundy
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435 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2017 08:21
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
Mio Kato
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153 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2017 05:29
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
Custom Products Group
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553 Views
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bullish
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Macroeconomics
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01 Jun 2017 05:28
Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
Custom Products Group
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275 Views
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