JPX Margin Trading Weekly (Oct 17th): IHI, Kobe Bussan, Advantest, Disco
We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), Kobe Bussan (3038 JP), Advantest (6857 JP), Disco...
577 Views
JPX Margin Trading Weekly (Oct 10th): IHI, SoftBank, Fast Retailing, Advantest
We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), SoftBank (9984 JP), Fast Retailing (9983 JP),...
656 Views
Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
802 Views
Semiconductor WFE. China Retains #1 Spending Slot In Q225, US Mulls Yet Further Sweeping Sanctions
Remedies like China country-wide bans, bans on related components, consumables & deploying "incentives & leverage" on allies so they follow suit....
700 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
923 Views