WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Tokyo Electron 2Q Results: Earnings Grow QoQ and Beat Consensus; Company Upgrades Guidance
Tokyo Electron (TEL) reported its second quarter earnings for FY03/2020 last week which saw revenue and operating profit declining compared to the...
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U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
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Screen Holdings (7735 JP): Anticipated Recovery Largely Discounted
Screen Holding's share price has rebounded by 87% from its 52-week low at the beginning of June, a performance comparable to that of other leading...
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