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Tokyo Electron

Tokyo Electron (8035 JP)

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Analysis
Information Technology • Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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bearish•Cross Asset Strategy
•01 Apr 2025 09:51

Asian Alpha Hedge Fund (AAHF): INTRODUCTION

Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025.  The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...

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David Mudd
142 Views
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bearish•Samsung Electronics
•04 Nov 2018 04:42

Samsung Earnings Call Leaves Cause to Worry

Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...

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Jim Handy
1.2k Views
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bullish•Hitachi High-Tech
•27 Oct 2018 13:29

The Hidden Gem Shines Bright, Hitachi High Technologies (8036) 1H Earnings

1H profits in Q2 were slightly over plan while the firm left full year forecasts unchanged. The results left a positive impression. Q2 OP was...

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bullish•Hitachi High-Tech
•05 Oct 2018 13:40

Hitachi's Hidden Gem

We find the company’s products attractive and stock price significantly undervalued. Hitachi High Technologies (HHT) has arguably a large “call...

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bullish•Thematic (Sector/Industry)
•05 Oct 2018 06:05

6-Months Looks to Be the Sweet Spot for Mean Revision in Japan....

It is no surprise to most that Japan is a mean-reverting market. Very few names experience long-term price runs like we see in other market. We...

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