Horiba (6856 JP): IC Cycle Peak Discounted
Horiba is best known as the world's leading supplier of automobile emission measurement systems (its equipment was used by the researchers who...
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Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
569 Views
Japan Earnings - Thumbnail Preview of Those Reporting Early
This week sees the start of Japan’s earnings season with Yaskawa Electric Corp (6506 JP) reporting on 20th and Tokyo Steel Mfg Co Ltd (5423 JP)...
134 Views
JSR & Shin-Etsu Chemical – Implications from TSMC Ramping Up A11 Output
Chinese-language publications recently reported that TSMC (2330 TT) should begin volume production of the A11 this month. The launch of a new...
203 Views
USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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