Rohm (6963 JP): Negative Scenario Discounted
A 43% decline from its 52-week high has largely discounted the collapse of earnings. This year's guidance is "severe" and projected valuations for...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
353 Views
Rohm (6963 JP): Quantum Process Optimization
Work with Quanmatic to improve electrical die sorting efficiency by several percent. Buy for growth driven by power semiconductors for EVs and...
330 Views
Rohm (6963 JP): Government Subsidy for Power Device Project with Toshiba
Rohm share price up on METI subsidy for power device collaboration with Toshiba. Profit to bottom as inventory cleared in 2H of FY Mar-24, then...
341 Views
JPX Nikkei 400 Index Rebalance: Some Big Impact Names
There are 38 adds and 36 deletes for the JPXNK400 Index. The adds have outperformed the deletes and there is a fair bit to trade on a lot of...
624 Views