Rohm (6963 JP): Long-Term Investment in Automotive & Industrial ICs (1)
Rohm is the Japanese semiconductor most geared to electric vehicles, industrial automation, the internet of things and power management. Since...
167 Views
Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
187 Views
A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
339 Views
The Week That Was in NorthAsia@Smartkarma: THAAD Again, Toyota, Subaru & Studio Dragon IPO
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Top 50 market cap beaten-down THAAD related stocks that are...
175 Views
Rohm (6963 JP): Take Profits, Wait for Consolidation
Up nearly 40% in the past two months and nearly 70% since April, Rohm looks ripe for profit taking. 1H results were above management's guidance,...
191 Views