Allergan Plc Acquisition by AbbVie Inc. – A Botox Deal with Some Wrinkles
On June 25, 2019, Abbvie Inc (ABBV US) announced its acquisition of Botox-maker Allergan Plc (AGN US) in a $63 billion cash and stock deal in which...
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AEM (AEM SP): Strong 1H19 and Increased FY19 Guidance Leave AEM Trading at Less than 1x FY19 Sales
AEM reported solid 1H19 figures which beat consensus estimates. Management, for the second time in 2019, raised its FY19 sales guidance to 265-280M...
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Renesas: Past the Bottom but Expect an L, Not U-Shaped Recovery
Renesas Electronics (6723 JP) is up 6% in a weak market following the announcement of better than expected results yesterday and we believe this is...
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April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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