2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
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Rohm (6963 JP): Strength in SiC Devices Enhances Gearing to Auto Electrification
Rohm's share price has rebounded by 45% since last May, continuing to rise through a 31% downward revision to FY Mar-20 operating profit guidance...
457 Views
ROHM: Asymmetric Opportunity, Quantamental Analysis Indicates Potential For Margin Expansion
This is our first look at Rohm Co Ltd (6963 JP), a semiconductor company. Our key points are: ROHM mainly manufactures ICs and Discrete...
418 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
404 Views
Rohm Buyback, CB (Debt), and Capital Restructuring - The Headline Is Better Than The Fact
Rohm Co Ltd (6963 JP) is a Japanese electronic components manufacturer doing LSIs and discrete semiconductors along with a side business in...
547 Views