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Lasertec Corp (6920 JP)
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223
Analysis
Information Technology
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Japan
Lasertec Corporation develops, designs, manufactures and markets photomask inspection systems to make semiconductor devices, confocal scanning laser microscopes and liquid crystal display (LCD) inspection systems.
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bearish
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Quantitative Analysis
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27 May 2025 16:32
JPX Margin Trading Weekly (May 23rd): Mitsubishi Heavy Industries, Kusuri No Aoki, Toyota Industries
We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi Heavy Industries (7011 JP), Kusuri No Aoki (3549 JP),...
Ke Yan, CFA, FRM
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334 Views
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bullish
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Quantitative Analysis
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21 May 2025 18:10
JPX Margin Trading Weekly (May 16th): Dena, Rakuten, Sumitomo Mitsui Financial, Toyota Motor
We analyzed JPX margin trading position report for the past week and highlighted margin trading activities in Mitsui O.S.K. Lines, Kawasaki Heavy...
Ke Yan, CFA, FRM
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301 Views
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bullish
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Thematic (Sector/Industry)
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20 May 2025 07:47
Japan Morning Connection: Computex Fails to Excite, but Dip Buyers Stepping in OTD
May be further upside for Fujitsu following NVDA NVLink announcement, Intel's new product recieves positive feedback, Toyota discussing loan for...
Andrew Jackson
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296 Views
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bullish
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Thematic (Sector/Industry)
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15 May 2025 20:16
Semi Production Equipment Part 1: Great Tech Upgrades but Expectations Are Still Inflated
SEMI PROD EQUIIPMENT growth expectations have decreased, 2025 expected flat YoY. Structural positives like HBM and AI drive higher capex...
Nicolas Baratte
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193 Views
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bullish
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Thematic (Sector/Industry)
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12 May 2025 07:40
Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start
Tech names outperformed the market led by analog/MPU/power semiconductor manufacturer Microchip Technology. Uncertainty for JP Pharma as Trump...
Andrew Jackson
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195 Views
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