Screen Holdings (7735 JP): Good Results, Optimistic Guidance, Great Uncertainty
Strong FY Mar-22 results, operating profit 12.5% ahead of guidance, orders and backlog hitting record highs. Guiding for further growth in FY Mar...
298 Views
JAPAN ACTIVISM: Silchester Goes After Shiga Bank
Silchester Int'l Investors has written letters to four regional banks where it holds large stakes. The goal appears to be to urge public debate of...
790 Views
Screen Holdings (7735 JP): Book-To-Bill 1.2x in 3Q
Rebounded from Ukraine war panic, returning focus to orders, sales and profits. B/B Ratio 1.2x in 3Q, backlog at record high. Profit growth should...
293 Views
Screen Holdings (7735 JP): Beat 1H and Raised 2H Guidance
Screen beat 1H guidance and raised 2H guidance. Record SPE orders driven by foundry, logic and other IC capex points to further growth in FY Mar...
167 Views
Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
305 Views