Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
322 Views
Renesas Top Line Growth Strength Continues While Search For Large Analog Acquisitions Continues
After visitingĀ Renesas Electronics yesterday we came away with stronger confidence in their short term and long term revenue growth prospectsĀ and...
302 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
739 Views
Renesas: 2Q Results and Valuation Reasonable but Future Upside Surprises May Be Limited
Renesas Electronics Corp (6723 JP) is down just over 1% following 2Q results which were reasonably strong adjusted for the impact of amortisation...
275 Views
Yasunaga Limit Up on Earnings Upgrade, Unique Li-Ion Tech Could Completely Transform Company
On 19 Sep Yasunaga Corp (7271 JP) upgraded its guidance for the 1HFY03/18 by 128.6% and for FY03/18 by 62.2% at the OP line. The stock was limit up...
341 Views