Screen Holdings (7735 JP): New Orders and Efficiency Gains Greater than Expected
New orders and profits both exceeded expectations in 3Q. FY Mar-21 guidance has been raised. Looking out to FY Mar-23, profits should approach...
432 Views
Screen Holdings (7735 JP): A Highly-Geared Laggard to Tokyo Electron
Tokyo Electron, is Overbought. Screen has lagged but should benefit from rising demand for semiconductor, display and PCB equipment. We see...
451 Views
Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
536 Views
Screen Holdings (7735 JP): Additional Downside Risk as the Economy Weakens
Japanese makers of semiconductor equipment have recently told us that (1) their customers continue to order new equipment and have not yet reduced...
392 Views
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
527 Views