Advantest 2Q Results: Growth in 5G Related Demand for SoC Testers Drive Revenue and Margins
Advantest reported its 2QFY03/2020 results last week which saw both revenues and operating profit declining compared to the same quarter a year...
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U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins
ASML reported its 3Q2019 results on Wednesday (16th October 2019) which saw revenues grew 7.6% YoY while operating profit for the quarter declined...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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