reports
Sterlite Technologies Ltd: 2 directors
Two Directors at Sterlite Technologies Ltd bought 992,610 shares at between 85.528INR and 85.887INR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...
- Pelham Smithers
- Pelham Smithers
SNPS SYNOPSYS INC.
QCOM QUALCOMM INC
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
5801 FURUKAWA ELECTRIC CO. LTD.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
6526 SOCIONEXT INC
ALAB ASTERA LABS INC
- Pelham Smithers
- William Nestuk
PSA Capital Goods / Electrical Equipment: Fujikura (5803 JT) – Record ...
Data centre [DC] demand (top-line) should be largely unfazed by Trump tariffs, writes analyst William Nestuk. This report provides insights in earnings drivers for Fujikura as it enjoys strong pricing power for its high-margin data centre components and significant order backlog.
- Pelham Smithers
Samsung Electronics: 1 director
A director at Samsung Electronics sold 667 shares at 53,700.000KRW and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Pelham Smithers
- William Nestuk
PSA Capital Goods / Electrical Equipment: Fujikura (5803 JT) – AI Them...
AI will continue to drive Fujikura’s OP in FY25, though we expect a pick-up in telecom carrier demand from FY25 Q4 and BEAD / BABA subsidies in the US in FY26. Accordingly, William Nestuk has adjusted his earnings model and suggests that based on his FY26 numbers, the shares are 20~25% undervalued in light of the AI / Telecom themes.
- Pierre FerraguÊ
- Pelham Smithers
PSA Technology: Semiconductor Industry 2025 Outlook
Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
- Sid Rajeev
Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors
This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...
- Pierre FerraguÊ
Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone mi...
Demand is sluggish, with the 2024 and 2025 outlooks implying slight unit growth after 2022 & 2023 down 13% & 4% respectively. With saturation and elongating replacement cycles, we see that as a best case. The December quarter iPhone guide missed consensus expectations, and we expect further downside. Replacement cycles are elongating, share gains in China have stalled, and recent datapoints support our view (Apple lowering iPhone 16 production plans). Semi revenues are back to secular growth, dr...
- Pelham Smithers
PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...
Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
6146 DISCO CORPORATION
5425 TAIWAN SEMICONDUCTOR CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
- Pierre FerraguÊ
- William Nestuk
PSA Capital Goods, Electrical Equipment: Fujikura (5803 JT) - Still Ri...
Fujikura (5803 JT) - Still Riding the AI Theme FY24-FY26 FY24 OP guidance was raised 17% to ¥104bil (+50% YoY) with the release of record Q2 OP of ¥30.7bil (+69% YoY). Consensus FY24 OP is around ¥99~100bil but we expect Fujikura (5803 JT) to come well above its new guidance as (1) ¥140/USD is assumed by H2 guidance and (2) management conservatively assumes OPMs could fall back as high-margin product production is ramped up. Please see attached report by analyst Will Nestuk for details.
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pelham Smithers
PSA Technology: Read across to Chip Sector from Samsung Electronics' (...
Samsung’s poor performance comes after the strong numbers (and stronger-than-expected) guidance from Micron (MU US). It underscores the complicated nature of the chip sector in the AI chip era – something that was further outlined by the latest global chip market data. Pelham Smithers discusses.
- Pelham Smithers
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