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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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Applied Materials
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22 May 2024 14:44
AMAT. No Beat, No Raise, No Slump. But Why?
Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...
William Keating
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243 Views
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bullish
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Tokio Marine Holdings
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21 May 2024 16:11
Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to Sell
Tokio Marine today announced that it aims to cut its cross-shareholding to zero by FY2029. It will aim to sell 50% of its holdings worth around...
Sumeet Singh
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798 Views
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bullish
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Thematic (Sector/Industry)
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20 May 2024 10:41
Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
The final week of earnings other than Nvidia. Subsystems did the results you should expect, and MKSI did a questionable (and understandable)...
Fabricated Knowledge
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228 Views
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bearish
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KLA-Tencor Corp
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08 May 2024 16:46
KLAC. Priced For Perfection In 2025 & Beyond
Q124 revenue $2.36 billion, -5% QoQ & -3% YoY. Current quarter guidance $2.5 billion, +6% QoQ, same YoY. China revenue rose to 42%, same as for...
William Keating
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246 Views
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bearish
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Fast Retailing
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08 May 2024 05:30
Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other Changes
There could be 3 changes for the NKY in September with sector balance determining the inclusions. Fast Retailing will be capped while Tokyo...
Brian Freitas
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674 Views
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