Screen Holdings (7735 JP): A Highly-Geared Laggard to Tokyo Electron
Tokyo Electron, is Overbought. Screen has lagged but should benefit from rising demand for semiconductor, display and PCB equipment. We see...
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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Asia Short Interest Weekly: Alibaba, SMIC, Xiaomi, Kao, Itochu, Seven&I, Netmarble, TSMC, Largan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
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Semiconductor Wafer Fab Equipment. Solid Second Quarter, Strong July, On Track For >10% YoY Growth.
After contracting just over 10% in the first quarter, second quarter 2020 revenues for the top 5 semiconductor equipment manufacturers amounted to...
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