DP World: Lousy Governance Is in Traders' Favor Here
Port and logistics operator DP World (DPW DU) saw its parent Port and Free Zone World, a wholly-owned subsidiary of state investment vehicle Dubai...
627 Views
Cypress/Infineon Versus Bloomberg: A Case for Mindful Understanding of the Press
Last Friday Bloomberg published an article on Infineon's acquisition of Cypress Semiconductor that was based on a rumor and a misunderstanding of...
562 Views
Renesas: Past the Bottom but Expect an L, Not U-Shaped Recovery
Renesas Electronics (6723 JP) is up 6% in a weak market following the announcement of better than expected results yesterday and we believe this is...
676 Views
Renesas: Factory Automation and Aircon Inventory Adjustments to Take Time
We spoke to Renesas Electronics (6723 JP) today to gauge conditions regarding their inventory and the shorter than expected production stoppage in...
785 Views
Cypress and Infineon? Think of NXP!
Today's news about Infineon's takeover of Cypress sounds encouraging until you remember what happened with the Qualcomm/NXP deal. The behavior of...
742 Views