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Fujitsu Ltd (6702 JP)
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163
Analysis
Information Technology
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Japan
Fujitsu Ltd manufactures semiconductor, computer, and communication equipment. The Company provides comprehensive information technology, network and telecommunication solutions, and Internet services.
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bullish
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Thematic (Sector/Industry)
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06 Jul 2023 06:12
Ohayo Japan| Fed to Hike, Yields Rise, Stocks Drop; NUGGET: NINTENDO SWITCH-More Gas in the Engine?
US back to Declines as Feb Minutes indicate Hikes ahead; NKY Futs -0.7% vs Cash; USDJPY 144.7; RENGO confirms largest wage Hike in 3 decades - but...
Mark Chadwick
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483 Views
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bearish
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Socionext
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06 Jul 2023 04:43
Socionext (6526 JP): US$1.9bn Secondary Placement
We think looking at recent large Japanese placements is instructive to understand the potential offer price. The pricing date will fall between 11...
Arun George
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588 Views
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bullish
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NTT (Nippon Telegraph & Telephone)
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12 Jun 2023 21:01
NTT: Developing Industry-Specific AI Offerings as AI Becomes One of Government's Key Focus Areas
NTT is developing a generative AI to offer to corporate clients. AI and semiconductors are two key focus areas of the govt which should benefit NTT...
Shifara Samsudeen, ACMA, CGMA
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360 Views
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bearish
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Toshiba Corp
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08 Jun 2023 21:54
Toshiba (6502 JP): Risk/Reward as Board Unconvincingly Recommends JIP’s Offer
Peers have materially re-rated, the offer’s price ratio remains unattractive and the declining premium of the offer’s implied multiple vs peers’...
Arun George
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492 Views
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bullish
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Thematic (Sector/Industry)
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25 May 2023 06:36
Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
Jim Handy
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472 Views
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