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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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
423 Views
TEL: 1Q Earnings Down, Expects Recovery in 2H but Past Downturns Suggest It Could Take Longer
Tokyo Electron (8035 JP/TEL) reported its 1QFY03/2020 earnings on Friday (26th July) which saw its revenue declining 26.8% YoY while operating...
422 Views
Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
670 Views