Nikon (7731): Trade War Concerns Undermine Gains from Restructuring
Nikon's restructuring plan has been remarkably successful, but concerns over protectionism, trade war and the resulting threat to economic growth...
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Tokyo Electron (8035 JP): Management Optimistic at 3Q Results Meeting
In December, SEMI (previously Semiconductor Equipment and Materials International) forecast a 7.5% increase in sales of wafer fab equipment (WFE)...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
683 Views
Semiconductor Bellwether ASML Reaps The Rewards Of Its Unique EUV Lithography Capability
ASML Holding NV (ASML NA) is the world's leading manufacturer of lithography systems for semiconductor manufacturing. They are the only company in...
252 Views
Nikon (7731) We See Limited Upside from Here.
Profits from this company essentially come from two divisions, cameras (50% of sales) and steppers (35% of sales). The contribution from both has...
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