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Renesas Electronics (6723 JP)
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410
Analysis
Information Technology
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Japan
Renesas Electronics Corporation researches, develops, designs and manufactures electronic components such as semiconductors and integrated devices.
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bullish
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Renesas Electronics
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23 Oct 2022 21:21
Renesas (6723) | Bullish Toyota Troubles
If Toyota is having problems securing a stable supply of chips, we believe that industry inventories are much leaner than most believe. We stay...
Mark Chadwick
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297 Views
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bullish
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Renesas Electronics
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06 Oct 2022 14:32
Renesas (6723 JP): Steradian Acquisition Supports Alliance with Tata
Purchase of Steradian complements alliance with Tata in India. Third acquisition in a year to meet global ADAS, AI and IIoT opportunity. Exposed to...
Scott Foster
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291 Views
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bullish
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Toshiba Corp
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03 Oct 2022 14:26
Two Bits of Non-Bullish Toshiba News
Toshiba's possible deal timeline extended just as semi sector troubles start to make themselves better-known. Not bullish. But not hugely bearish....
Travis Lundy
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742 Views
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bullish
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Toshiba Corp
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19 Sep 2022 18:59
Toshiba (6502 JP) Getting Closer to Crunch Time So Ongoing News "Leaks" Likely
Bidders are approaching 2nd Round deadlines, and news/comments are starting to seep out. Expect more. I expect a decision at/after H1 results. If...
Travis Lundy
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476 Views
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bearish
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Thematic (Sector/Industry)
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15 Sep 2022 13:08
Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
Jim Handy
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446 Views
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