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...
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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...
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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...
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Latest Semiconductor & WFE Sales Data Implies Stabilising Environment Though Recovery Still Eludes
Semiconductor sales for March 2019 amounted to $32.3 billion, down 1.8% sequentially, but substantially less than the greater than 7% MoM declines...
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