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Tokyo Electron Ltd Unsp Adr (TOELY US)
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61
Analysis
Information Technology
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Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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ASML Holding NV
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03 Dec 2024 11:07
US Restriction on Semi Export to China Negative for All Equipment Makers, Naura, AMEC, ASML, TEL
New restrictions on equipment sales and Entity List additions impact semiconductor industry players, with mostly negative implications as SPE...
Nicolas Baratte
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442 Views
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bullish
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Thematic (Sector/Industry)
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03 Dec 2024 07:27
Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan
US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...
Andrew Jackson
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144 Views
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bullish
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Thematic (Sector/Industry)
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02 Dec 2024 07:24
Japan Morning Connection: Japan SPE Set for More Upside
US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...
Andrew Jackson
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238 Views
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bullish
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Thematic (Sector/Industry)
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25 Nov 2024 07:34
Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets
SMCI stock continues to climb higher, boosting server-related. Kirin's sale of Kyowa Hakko Bio may not be met with enthusiasm. Concerns about...
Andrew Jackson
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176 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 07:26
Japan Morning Connection: Risk-On for the AI Ecosystem
AI sentiment rising with NVDA de-risked, Kioxia IPO positive for memory ecosystem names, Deere's positive outlook lifts AG machinery names like...
Andrew Jackson
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302 Views
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