Rohm (6963JP):Closure to an Eventful & Fantastic Year; New Product Launches& Reforms to Drive Growth
​Insight on ROHM Co Ltd's eventful and fantastic year in FY2025, highlighting growth drivers,valuation and future prospects despite stock price surge.
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Rohm (6963 JP): Profit Rebound in the Price
Shares up 75% YTD to 20x our EPS estimate three-years out. EV and power device demand recovery, business rationalization and the end of Denso's...
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With the Japan Fiscal Year Soon to Be Finished, Which Names Are Analysts Still Confused About....
Over the course of each year, Analysts for the most part follow a clear pattern. In May/June they start to look at the now FY1 numbers and make...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
786 Views
Global Equity Strategy
Global equities continue to stabilize, with the MSCI ACWI’s 50-day moving average acting like a magnet as prices have oscillated above and below...
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