SK Materials - The Biggest Winner from SK Group's Vertical Integration of Semiconductor Materials
We believe SK Materials is the biggest winner from SK Group's efforts to vertically integrate the sourcing of semiconductor-related gases and...
596 Views
Japan - Shorts Cover Consumer Staples, Increase Positions on Consumer Discretionary
The short notional in the market for the week ending 7 February is US$25.00bn (up by US$100mm) with the largest short positions in Itochu Corp...
560 Views
Japan - Shorts Jump on Yaskawa Electric, Shionogi; Drop on Zozo, Showa Denko
The short notional in the market for the week ending 31 January is US$24.90bn (up by US$370mm) with the largest short positions in Itochu Corp...
447 Views
Hitachi High-Tech (8036 JP): Next in Line for Break-Up and Sale?
Hitachi High-Tech's share price has risen by 2.4x over the past year, reaching a new high at least partially in anticipation of Hitachi Ltd. (6501...
711 Views
Showa Denko – Showa Me the Synergies…?
After market close yesterday Showa Denko announced its TOB for Hitachi Chemical at what we consider to be a very, very full ÂĄ4,630 per share. They...
703 Views