TOELF News and Press, Tokyo Electron Ltd. From 08/26/22

Summary Virtually every semiconductor in the world passes through one of Tokyo Electron's systems. Despite this, the company is not that well-known by investors. The semiconductor market size is expected to exceed about $1 trillion by 2030, more than doubling the level in 2020, pr...

The U.S. CHIPS Act makes no provisions to China’s resolve to eliminate foreign semiconductor equipment suppliers as it moves to self sufficiency. Fabs built in the U.S. under the CHIPS Act would have been built in a different country without the governmental handouts of $52 bil...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

The following slide deck was published by Tokyo Electron Limited in conjunction with their 2023 Q1 earnings call. For further details see: Tokyo Electron Limited 2023 Q1 - Results - Earnings Call Presentation

Tokyo Electron press release ( OTCPK:TOELF ): Q1 GAAP EPS of ¥641.70. Revenue of ¥473.66B (+4.8% Y/Y) beats by ¥469.49B . For further details see: Tokyo Electron GAAP EPS of ¥641.70, revenue of ¥473.66B beats by ¥469.49B

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Growth stocks continued to trail value through challengin...

Semiconductors remain volatile due to investor sentiment, rather than underlying growth. ETFs like SMH offer safer exposure to the industry, but where should an investor look to understand the industry’s potential? I propose following the performance of Sumco, the leading s...

Growth stocks continued to trail value through challenging macro and market conditions but the magnitude of underperformance has been narrowing, supporting Strategy results. We are closely watching corporate results to determine the near-term outlook for international equities. How co...

Growth stocks continued to trail value through challenging macro and market conditions but the magnitude of underperformance has been narrowing, supporting Strategy results. To manage through the myriad uncertainties in the current environment, we continue to rely on secular and struc...

Growth stocks continued to trail value through challenging macro and market conditions but the magnitude of underperformance has been narrowing, supporting Strategy results. To manage through the myriad uncertainties in the current environment, we continue to rely on secular and struc...