Disco (6146 JP): Preliminary Sales Report Encouraging, Back to the Office in Wuhan
Disco's relative performance has remained strong, which we regard as appropriate for the world's dominant supplier of silicon wafer dicing saws,...
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Screen Holdings (7735 JP): Additional Downside Risk as the Economy Weakens
Japanese makers of semiconductor equipment have recently told us that (1) their customers continue to order new equipment and have not yet reduced...
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🇯🇵 JAPAN • March Sector & Peer Group Relative Price Scores -
• RELATIVE PRICE SCORE •RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
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Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 27th January - Too Early to Call a Bottom
TRACKING RESULTS & REVISIONS - As the 'season' for quarterly results picks up again, this series of daily insights will summarise the...
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