Renesas Placement Update - Doing Much Better than Its past Deals. Could Impact Post-Deal Performance
Renesas and INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. We covered most aspects of the deal in our...
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Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
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Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?
With the WFE and foundry segments set for >20% growth in 2020, why are silicon wafer area shipments growing by only 2.4%? Here's what we think the...
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🇯🇵 JAPAN • Results & Revisions 09/25 - HIS, Mimasu (& SUMCO), Nitori, SG, & Alps Alpine Revises▲!
• BEST WORST •
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