Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond
Shortage of silicon wafers to grow on the back of increasing selling prices with very low levels of capacity expansion, and continuously...
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Sumco Vs. TEL: Wafers over Etchers
We believe that conditions within the semiconductor chain make the relative prospects for wafer manufacturers extremely attractive in terms of both...
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Silicon Wafers-The Golden Goose With More To Give
Silicon wafer shipment numbers racked up a fourth consecutive year of record highs in 2017, increasing by 10% to 11,810 million square inches...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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