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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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bearish
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Thematic (Sector/Industry)
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17 Mar 2022 02:04
Will Japan's Earthquake Worsen Semiconductor Shortage?
Will last night's Japan earthquake worsen the current tightness in the chip market? A few companies are near the epicenter, but the quake's...
Jim Handy
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305 Views
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bullish
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Renesas Electronics
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03 Mar 2022 20:08
Renesas – Synergies Outperform and Some Potentially Bad News for Arm
Renesas’ investor day today focused on providing more details on existing themes such as the progress of synergies from Dialog but what we found...
Mio Kato
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264 Views
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bearish
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Toshiba Corp
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25 Feb 2022 10:04
Toshiba – Why Renesas Might Be a Better Option for the Devices Business than an IPO
We believe a listing of Toshiba's device business would not create an especially attractive security for investors and that a sale to a domestic...
Mio Kato
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371 Views
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bullish
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Renesas Electronics
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09 Feb 2022 18:45
Renesas - Accelerating
Renesas’ 4Q results were strong as revenue came in well above guidance at ¥314.4bn. EBITDA of ¥119.4bn was up 15.7% QoQ and should rise further...
Mio Kato
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278 Views
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bullish
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Nippon Paint Holdings
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13 Jan 2022 09:54
Nippon Paint Placement Quick Update - Better Positioned After Delivering the Largest Correction
A group of shareholders of Nippon Paint Holdings, plan to raise around US$1.4bn via selling nearly 6% of the stock. In this note we talk about the...
Sumeet Singh
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447 Views
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