🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
443 Views
Readthrough to Japanese FA Sector from Capital's SK Hynix Block Sale
We have been highlighting what we consider to be overexuberance in the rallies within the semiconductor and factory automation sectors lately. The...
410 Views
Yaskawa: Stuttering Recovery and Weak Robotics Margin Spur Large Downgrade
Yesterday Yaskawa surprised negatively by reporting just ÂĄ5.3bn in 2Q OP vs. consensus at ÂĄ10.4bn and revising down its outlook by 46% to ÂĄ25bn at...
388 Views
Japan Short Interest - Another Jump Across Sectors
The short notional in the market for the week ended 20 September is US$32.63bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
417 Views
Japan Short Interest - Feels like a Squeeze; Softbank Corp Most Shorted
The short notional in the market for the week ended 6 September is US$25.47bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
465 Views