bearish

Tokyo Electron

Tokyo Electron (8035 JP): Delays and Uncertainty

Management sees 20% potential sales growth this year, but that looks over-optimistic. Demand shows signs of leveling off and margin expansion appears to have stopped. Not cheap.

Equity Bottom-Up
382 Views, 12 Apr 2022 14:42
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Scott Foster
Independent Insight Provider, Japanese equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other ... 

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