Denso – Strong Overshoot Potential And Only Modest Execution Risk
We expect a volume recovery to shed light on rising content per vehicle for Denso and for margins to noticeably overshoot excessively conservative...
459 Views
UMC (UMC.US; 2303.TT): 1Q22 Results/2Q22 Preview- GM Beats Results and Forecast
The GM outlook is 45% in 2Q22, which beat our forecast. UMC believes 22/28 nanometer will be a long-lasting node driven by applications, such as Wi...
380 Views
Rohm (6963 JP): Probably Won't Buy Toshiba's Electronic Devices Business
Rohm will probably not acquire Toshiba's power device business. Instead, it will keep working with NEDO to expand its own capabilities. Down 24%...
413 Views
Toshiba – Why Renesas Might Be a Better Option for the Devices Business than an IPO
We believe a listing of Toshiba's device business would not create an especially attractive security for investors and that a sale to a domestic...
507 Views
GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
341 Views