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...
380 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...
377 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
Have the Rules for Bottom Fishing Changed?
Increased passive investing and a rising interest rate environment have made the bottom-fishing game more treacherous, but the rules are still the...
222 Views