Advantest Corp (6857 JP) – From Cyclical Tester OEM to Structural AI Bottleneck
Advantest (6857 JP) dominates AI supply chain testing, expanding capacity and investing in next-gen platforms for future growth, but faces risks...
493 Views
JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Tokyo Electron (8035 JP), Advantest (6857 JP), Hitachi (6501 JP),...
410 Views
Kokusai Electric Placement - Well Flagged but past Deal Didn’t Do Well
KKR is looking to raise approximately US$620m through an accelerated secondary offering for around 13% of Kokusai Electric (6525 JP)'s (KE) stock.
671 Views
Rohm Co Ltd(6963 JP): Wake-Up Call After a Difficult Year, Reforms to Improve Profitability Ahead
ROHM Co Ltd is undergoing a multi-year transformation to improve profitability, focusing on cost optimization and disciplined capital expenditure...
560 Views
JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
910 Views