Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
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Shin-Etsu: Solid Growth in Semiconductor Silicon Despite Declining Semiconductor Memory Market
Shin-Etsu (4063 JP) reported 1QFY03/2020 earnings on Wednesday (24th July) which saw its revenues increasing 0.7% YoY while operating profit grew...
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Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements
This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...
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Sumco Reports Strong First Quarter Results; We Remain Optimistic on the Stock
Sumco reported its 1QFY12/19 results yesterday which saw its revenue and OP growing YoY. However, when compared to 4QFY12/19 performance, both...
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Shin-Etsu Reports Strong FY03/2019 Results; Our Outlook Remains Positive
Shin-Etsu (4063 JP) reported its 4QFY03/19 and full-year FY03/19 results on 26th April 2019. Revenue grew by JPY152.6bn posting 10.6% YoY growth...
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