Rohm (6963): Search for the Bottom
Growth of production less growth of inventory turned positive last September, which could lead to an upturn in Rohm’s sales by the third quarter. ...
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Rohm (6963 JP): Negative Scenario Discounted
A 43% decline from its 52-week high has largely discounted the collapse of earnings. This year's guidance is "severe" and projected valuations for...
377 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
373 Views
Rohm (6963 JP): Quantum Process Optimization
Work with Quanmatic to improve electrical die sorting efficiency by several percent. Buy for growth driven by power semiconductors for EVs and...
336 Views
Rohm (6963 JP): Government Subsidy for Power Device Project with Toshiba
Rohm share price up on METI subsidy for power device collaboration with Toshiba. Profit to bottom as inventory cleared in 2H of FY Mar-24, then...
351 Views