TOELF News and Press, Tokyo Electron Ltd. From 05/11/23

2023-05-11 09:28:15 ET Tokyo Electron press release ( OTCPK:TOELF ): FY GAAP EPS of ¥1.007.86 Revenue of ¥2.21B (+10.5% Y/Y). For further details see: Tokyo Electron GAAP EPS of ¥1.007.86, revenue of ¥2.21B

Summary Tokyo Electron delivered very strong Q2 2023 results, but guidance for the second half of the fiscal year was disappointing. There are reasons to believe growth will return, and we continue to be optimistic about the company and its industry long term. In our opinion, ...

The following slide deck was published by Tokyo Electron Limited in conjunction with their 2023 Q2 earnings call. For further details see: Tokyo Electron Limited 2023 Q2 - Results - Earnings Call Presentation

Tokyo Electron press release ( OTCPK:TOELF ): Q2 Net income attributable to owners of parent ¥179.25B. Net sales of ¥709.24B. For further details see: Tokyo Electron reports Q2 results

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

Summary We believe Tokyo Electron is still facing supply chain issues due to its low % of finished products despite its inventory turnover ratio decreasing to 2.00x. We expect the company’s DRAM segment revenue growth to remain superior to the NAND segment growth at the mar...

Summary Applied Materials acknowledged that a fresh set of U.S. government sanctions can result in up to a $1.1 billion impact. The new sanctions restrict U.S. citizens or green card holders from working in the Chinese semiconductor industry. As Applied Materials' employees ex...

Summary We believe that the decline in the stock price at an average of 23.69% does not reflect the resilient semiconductor market with an analyst consensus average difference of only -0.27%. Moreover, we believe the strong revenue guidance in Q3 indicates a positive outlook for t...

Summary Investors are flocking to USD, and most foreign currencies are now weak. On the surface, investment implications seem slight, but it is quite the contrary. This article will highlight the current market implications and ways that a strong USD influences foreign assets....

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...