WSTS Reports June Semis: Lessens M/M Decline by Restating May
WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...
484 Views
šÆšµ JAPAN ā¢ Results & Revisions 4th August - Sony, CTC, Kakaku.com, Daikin, Yamaha, Tokai Carbon
ā¢BEST & WORST 4th AUGUST ā¢ The 'best' and 'worst' from yesterday's large-cap announcements came from Itochu Techno Solutions (4739 JP) and NOK...
535 Views
šÆšµ JAPAN ā¢ The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
546 Views
Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.5k Views
Anker Innovations (668 HK) IPO: A Safe Play
āAnker Innovations' IPO is reasonably priced with strong growth prospects at a projected 3-year earnings CAGR of 20.7%. This is a potential 16.6%...
234 Views