Rohm (6963 JP): Strength in SiC Devices Enhances Gearing to Auto Electrification
Rohm's share price has rebounded by 45% since last May, continuing to rise through a 31% downward revision to FY Mar-20 operating profit guidance...
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ROHM: Asymmetric Opportunity, Quantamental Analysis Indicates Potential For Margin Expansion
This is our first look at Rohm Co Ltd (6963 JP), a semiconductor company. Our key points are: ROHM mainly manufactures ICs and Discrete...
607 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
508 Views
Rohm Buyback, CB (Debt), and Capital Restructuring - The Headline Is Better Than The Fact
Rohm Co Ltd (6963 JP) is a Japanese electronic components manufacturer doing LSIs and discrete semiconductors along with a side business in...
691 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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