COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
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Nikkei225 Dividend Futures: The Easy Gains Have Been Made
Since our last Insight, the Nikkei225 2020 dividend futures crashed along with the Nikkei 225 (NKY INDEX) but then recovered sharply as...
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Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
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Renesas Vs. TEL – Watch for a Snapback in This Extremely Stretched Ratio
Continuing on from our earlier series discussing skews that emerged from divergent performance between TOPIX and Nikkei, we examine the merits of...
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Screen Holdings (7735 JP): Additional Downside Risk as the Economy Weakens
Japanese makers of semiconductor equipment have recently told us that (1) their customers continue to order new equipment and have not yet reduced...
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