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,...
543 Views
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...
392 Views
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...
548 Views
Japan - Shorts Increase on Pigeon, Fast Retailing; Decrease on Bandai Namco, Orix JREIT
The short notional in the market for the week ended 6 December is US$25.84bn (up by US$570m) with the largest short positions in Itochu Corp (8001...
592 Views
🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
709 Views