bullish

Tokyo Electron (8035 JP): Buy if You're Not Afraid of Recession

293 Views17 Mar 2025 22:35
After dropping by half, the share price has bounced. Sharply lower growth has been priced in, but recession perhaps not. Manufacturing innovation points to much higher margins in the long run.
What is covered in the Full Insight:
  • Introduction to Tokyo Electron
  • Current Share Price and Valuation
  • Industry and Market Dynamics
  • Positive and Negative Scenarios
  • Long-term Outlook and Strategic Initiatives
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Full Insight
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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  • Tokyo Electron (8035 JP): Buy if You're Not Afraid of Recession
    17 Mar 2025
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