Advantest: Strong SoC Tester Demand Drives 1Q Results but Sustainability Remains a Question
Advantest (6857 JP) reported 1QFY03/2020 results on Wednesday (24th July) which saw both revenue and operating profit decline compared to the same...
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TEL: 1Q Earnings Down, Expects Recovery in 2H but Past Downturns Suggest It Could Take Longer
Tokyo Electron (8035 JP/TEL) reported its 1QFY03/2020 earnings on Friday (26th July) which saw its revenue declining 26.8% YoY while operating...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
401 Views
Applied Materials to Acquire Kokusai Electric; The Businesses Complement Each Other Well
Applied Materials (AMAT US) on Monday (01st July 2019) announced that it is to acquire all outstanding shares of Japanese peer Kokusai Electric in...
485 Views
Smartkarma’s Week That Was in JP/KR: Tokyo Electron, Suruga Bank, & Depreciating KRW
KOSPI is up 1.3% YTD. KRW has depreciated 5.6% versus USD YTD. Nikkei is up 2.0% YTD. Yen has appreciated 1.3% versus USD YTD. In the past week,...
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