[Alert] Sell Sandisk Spin-off
Today, investors received shares in the new SanDisk spin-off. Shares are currently slightly up due to buying pressure ahead of the stock...
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Semis Just Broke a Record. Why Did Nobody Notice?
​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
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Are Semiconductors Finally Recovering?
​The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
760 Views
MSCI Japan Index Earning Revision (Nov): Toyota Motor, SoftBank, Rakuten, Kioxia, Sony Financial
We analyzed MSCI Japan's consensus for Nov 2025 and highlighted changes of EPS in Toyota Motor (7203 JP), SoftBank (9984 JP), Rakuten (4755 JP),...
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Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
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