bearish

Tokyo Electron (8035 JP): As Good as It Gets

399 Views27 Aug 2021 17:16
Earnings momentum has peaked. Semiconductor equipment sales and profits should peak next year. Reduce holdings as the semiconductor shortage is eliminated and QE price support fades.
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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