🇯🇵 JAPAN • Results & Revisions Daily Roundup - 4th February ▲2371 4502 4739 ▼7741 4452 2317
4TH FEBRUARY ROUNDUP - As expected the 121 Results and 41 Forecast/Revision announcements yesterday took our Results Score 16bps lower to a new...
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Hoya 3Q Results: Japan Consumption Tax Hike Causes Temporary Drop in Earnings
Hoya reported its 3QFY03/2020 results today which saw revenues increasing 2.1% YoY while both OP and Pre-tax profit dropped YoY by 4% and 3.5%...
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Nuflare Is a Done Deal; Here Comes the Aftermath
Very late last night Tokyo time (22:45), Toshiba Machine (6104 JP) released an announcement (hyperlink here, url in Appendix) that the company's...
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2020 High Conviction: EUV Mask Blanks, Glass Substrates for HDDs Drive Next Phase of Growth for Hoya
We have been covering Hoya for close to a year and the company’s share price has rallied 71% over the last 12-months to JPY10,450 a share from...
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Nuflare – Toshiba Synergies Unclear but There Is a Toshiba Machine Complication for Hoya
We spoke to Toshiba today to try and ascertain the ways in which they could collaborate and generate synergies with Nuflare, and also to understand...
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