Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
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Tokyo Electron Reaches Record Equipment Order Level; Shares Remain Overvalued
Tokyo Electron Ltd. reported fiscal third-quarter results that were consistent with our expectations. Similar to major competitors such as Applied...
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Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
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Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
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US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
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