2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
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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...
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Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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Low PE and High Dividend Yield Names in Japan....
With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen...
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Is Maxim’s Analog Business a Good Fit for Renesas? Will Renesas Benefit Off a Cheaper Acquisition?
Following news of the Innovation Network Corporation of Japan’s (INCJ) 12% disposal of Renesas shares, we took a closer look at whether Maxim’s...
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