Rohm (6963 JP): Buy on Current Weakness
Rohm has dropped 15% in the recent sell-off, while FY Mar-21 profits were above guidance and FY Mar-22 guidance is for 27% OP growth. 35% upside to...
178 Views
Toyota – Electrifying Lexus
Lexus has seen less EV related news flow than the main Toyota brand in terms of technological progress but this appears to now be changing and has...
256 Views
Asia Short Interest: Kuaishou, JD Health, Xiaomi, 7&I, Monex, Rakuten, Hynix, Hyundai, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
366 Views
Hamamatsu Photonics (6965 JP): Likely to Consolidate Recent Gains
The shares have dropped back 11% since mid-February, but remain expensive in comparison with historical valuations ranges. Multiple expansion...
223 Views
Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
192 Views