🇯🇵 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...
324 Views
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%...
280 Views
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...
547 Views
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...
586 Views
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...
854 Views