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...
611 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...
512 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...
694 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...
521 Views
Japan: The Demise of The "J Nifty-Fifty"?
THE J 'NIFTY-FIFTY' - In our insight posted on July 1st Japan: Most Overbought & Most Oversold - The Relative Price Score, we highlighted the...
615 Views