The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Tokyo Electron (8035 JP): Management Optimistic at 3Q Results Meeting
In December, SEMI (previously Semiconductor Equipment and Materials International) forecast a 7.5% increase in sales of wafer fab equipment (WFE)...
215 Views
The Week That Was In North Asia@Smartkarma: Dr. Jim Walker's 2018 Strategy, Bitcoin Crash, & BLASH
There was a lot of action in the Japanese and Korean stock markets in the past week. As US 10 Year Treasury bond yield continues to roar higher,...
355 Views
We Are Raising Our Chip Equipment Estimates for 2018 as Recent Strength Set to Persist
After taking a fresh look at our semiconductor capital equipment coverage, we are raising our 2018 equipment market growth rate from 3% to 10%. Our...
190 Views
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
583 Views