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SCREEN Holdings (7735 JP)
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68
Analysis
Information Technology
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Japan
SCREEN Holdings Co Ltd. manufactures and sell semiconductors, FPD devices, commercial printing and printed circuit boards(PCB). The company also provides additional services for its products.
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bullish
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SCREEN Holdings
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13 Nov 2023 07:51
Screen Holdings (7735 JP): FY Guidance Up, 2H Guidance Down
The outlook for profits is reasonably good due to strong demand from China and cyclical recovery, but the share price is up 20% in the past month...
Scott Foster
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271 Views
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bearish
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SCREEN Holdings
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24 Jul 2023 15:24
Screen Holdings (7735 JP): Export Restrictions Add to Uncertainty
Japan's new restrictions on exports of semiconductor equipment to China are a potential threat to Screen. Lower capex at TSMC is another negative....
Scott Foster
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296 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2024 07:11
Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
Andrew Jackson
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211 Views
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bearish
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Kokusai Electric
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18 Jul 2024 08:08
Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
Sumeet Singh
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323 Views
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bullish
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Kokusai Electric
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10 Jul 2024 17:35
Kokusai Electric Placement - US$1.7bn Selldown for a Good Quality Name
KKR & Co (KKR US) and KSP Kokusai Investments are looking to raise approximately US$1.7bn selling approximately 52.5m shares of Kokusai Electric...
Ethan Aw
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301 Views
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