Tekscend Photomask IPO - The Positives - Strong Market Position
Tekscend Photomask (429A JP) (TP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO.
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Kioxia (285A JP): Storage Name Still Cheap; Enterprise SSDs Anchor Recovery
Q1 FY25 trough marked, Q2 guidance shows strong revenue and OP rebound, Enterprise SSDs anchor profits, Kioxia trades at discount vs. peers...
489 Views
JPX Margin Trading Weekly (Sep 5th): Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric
We analyzed JPX margin trading positions report for the past week and highlighted Nidec (6594 JP), Disco (6146 JP), Mitsubishi Heavy Industries...
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Tokyo Electron — Navigating the Cycle, Leveraged to AI/HBM Growth
Despite a soft Q1, TEL has doubled revenues and EPS since FY2021 with plans for significant expansion and potential upside in valuation compared...
886 Views
Kioxia (285A JP): Undervalued NAND Pure-Play Levered to AI-Driven Enterprise SSD Growth
Management anticipates a rebound in Q2–Q3 due to AI-driven demand and normalized inventories, but the stock trades at a discount to peers due to...
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