Renesas (6723 JP): Two More Strategic Acquisitions
The acquisition of Altium and Transphorm are positive for long-term growth. Sales and profits are still under pressure, but inventory adjustment is...
379 Views
Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
486 Views
Zuken (6947 JP): Strong 3Q, New Acquisition
Operating profit was up 97% year-on-year in the nine months to December and net profit more than doubled on an 8% increase in sales. Growth was led...
1.3k Views
Zuken (6947 JP): Good 1H Led by Japan & U.S.
Growth in Japan and the U.S. drove a 5.3% year-on-year increase in sales and a 58.4% increase in operating profit in the six months to September....
1.2k Views
Zuken (6947 JP): Structural Improvement
FY Mar-17 profits were better than expected, exceeding our estimates and management's guidance, which had looked over-optimistic in view of weak...
1.3k Views