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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Online Retail Boom and Autonomous Car Sensors Transforming Robotics…
The huge investment being made in autonomous vehicles will dramatically boost the use of robots in new sectors, as sensors such as Lidar give them...
472 Views