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...
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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
Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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Renesas: A Quick Look at Peer Valuations
Updating our peer valuation comps from Renesas' offering last year, we find just modest changes with most of them trending in Renesas' favour. In...
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Renesas Offering Round 2: Initial Thoughts
We examine the latest offering of Renesas Electronics Corp (6723 JP)'s stock as the INCJ continues to reduce its stake in the automotive...
400 Views