Hoya (7741) | A Visionary Company with a Blurry Future
We like Hoya long-term, but see a lack of catalysts and an expensive valuation as working against the stock in the short-term
321 Views
Japan Weekly | Tourism Winners and Semicon Losers
The weekly wrap of what is moving the Japanese markets. This week, tourism stocks have bounced as Japan seeks to re-open its borders. Semiconductor...
252 Views
WDC: An HDD or an SSD Company?
WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...
310 Views
Does Seagate Even HAVE a Direction?
Is Seagate a good investment? Given the decline of the HDD market, and the rise of SSDs, the company's position is far weaker than that of its...
252 Views
HDD C1Q Total Down but Nearline Up
HDDs for nearline storage showed considerable capacity growth between C4Q 2020 and C1Q 2021 with significant increases in average storage capacity...
350 Views