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...
298 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...
180 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...
309 Views
Screen Holdings (7735 JP): Aiming at 2nm Process Technology
A Japanese project to develop next-generation semiconductor production technology reminds us that Screen is a key supplier to TSMC and a long-term...
213 Views
Screen Holdings (7735 JP): New Orders and Efficiency Gains Greater than Expected
New orders and profits both exceeded expectations in 3Q. FY Mar-21 guidance has been raised. Looking out to FY Mar-23, profits should approach...
309 Views