Sales of semiconductor equipment in Japan rose nearly 20% year-on-year in November, reaching the fourth highest monthly record

/ / Technology /

According to statistics released by the Japan Semiconductor Manufacturing Equipment Association (SEAJ), sales of semiconductor equipment made in Japan (three-month moving average) increased by 19.1% year-on-year to 335.495 billion yen in November 2022, showing growth for the 23rd consecutive month and setting the fourth highest monthly record. From January to November 2022, cumulative sales of semiconductor equipment in Japan reached 3,545,103 million yen, a year-on-year increase of 27.8%, and sales reached a record high in the same period of the previous year.

Sales of semiconductor equipment in Japan rose nearly 20% year-on-year in November, reaching the fourth highest monthly record Read Post »

TrendForce：It is predicted that the spread between large-size OLED and LCD will narrow to 3.8 times in the second quarter of next year

/ / Technology /

Recently, it was said that the price of large-size OLED panels for 55-inch ultra-high-definition TVs in the second quarter of next year is estimated to be about $300, while the price of large-size LCD panels will be around $80. According to this forecast, the price difference between OLED and LCD for TV will narrow to 3.8 times in the second quarter of next year. It is said that with the gradual decline of large-size OLED prices, the price gap with large-size LCD that has bottomed out will narrow. The 3.8 times spread is slightly lower than the 4.8 times in the first three quarters, but it is still large compared with last year’s decline to 1.8 times.

TrendForce：It is predicted that the spread between large-size OLED and LCD will narrow to 3.8 times in the second quarter of next year Read Post »

Bloomberg spokesperson: No intention to buy Dow Jones or The Washington Post

/ / Consumer Discretionary

Bloomberg News spokeswoman Ty Trippet tweeted on December 25 that Bloomberg had no intention of buying Dow Jones & Co. or The Washington Post and “has not had conversations with anyone or any organization about the acquisition.” Bloomberg owner and billionaire Michael Bloomberg retweeted the tweet.

Bloomberg spokesperson: No intention to buy Dow Jones or The Washington Post Read Post »

Deutsche Bank: Tesla (TSLA. O) Lowered price target to $270 from $355 Maintain Buy rating

/ / Consumer Discretionary / ,

2022.12.21 Deutsche Bank analyst Emmanuel Rosner puts Tesla (TSLA. O) lowered its price target to $270 and reiterated its buy rating. Analysts lowered Tesla’s Q4 delivery forecast to 420,000 units, reflecting macro weakness in some markets and the postponement of deliveries to Q1 2023 for some U.S. consumers to benefit from incentives from the Inflation Reduction Act. At the same time, Rosner lowered its gross margin forecast to a 30 basis point decline from a 100 bps sequentially higher price, reflecting sequential improvements in plant costs, largely offset by recent price cuts and incentives. That lowered its Q4 EPS forecast to $1.05 from $1.18, also down from the current Wall Street estimate of $1.25. Tesla “remains in the best position to respond to current macroeconomic conditions, using price to support volume growth and using various cost levers to protect margins.” He lowered his price target to reflect Tesla’s “recent challenges,

Deutsche Bank: Tesla (TSLA. O) Lowered price target to $270 from $355 Maintain Buy rating Read Post »

Morgan Stanley: Micron Technology (MU. O) Price target to $46 from $49

/ / Technology / ,

2022.12.22 Morgan Stanley: Micron Technology (MU. O) Price target to $46 from $49. Micron Technology, Inc.(Nasdaq: MU) stock trading strategy: 2022.12.23 From the stock technical graph analysis, the stock price has not fallen below the previous stage low of $48.33 even under the background of the financial report falling less than expected and the NASDAQ index plummeting, short-term buying support is strong, aggressive investors can back $48 high selling low or holding positions, stop loss price of $47, stock price stop falling and rise and close price higher than 47 yuan when the cover is made, it is not recommended for prudent investors to buy the bottom of the transaction. From a fundamental perspective, operating income for the first quarter of fiscal 2023 was $4.085 billion, market expectations were $4.12 billion, YoY-46.86%, net income attributable to common shareholders was -$195 million, prior-$2.306 billion, and EPS was -$0.18 vs. $2.04 previously.

Morgan Stanley: Micron Technology (MU. O) Price target to $46 from $49 Read Post »

AMAZON (AMAZN. O): operating income of US$127.101 billion in Q3 of fiscal 2022, YoY+14.70%Net sales increased 15% to $127.1 billion in the third quarter

AMAZON (AMAZN. O): Net sales increased 15% to $127.1 billion Q3 of fiscal 2022

/ / Consumer Discretionary /

Amazon.com, Inc. (NASDAQ: AMZN) stock trading strategy: 2022.11.17 From the technical chart, the long-term downtrend in the stock price has not ended, and the probability of another dip of $90 is very high. From the perspective of K-line technical form, the recent short-term trading backed by $90 Bo rebound or high selling low absorption is a higher return range, and the recommended trading range is between $90 and $105. The mid-line buy point is between $86 and $95, and there can be no stop loss. For the time being, there is no long-term holding space. From a fundamental point of view, Q3 2022 achieved operating income of US$127.101 billion, expected US$127.764 billion, YoY+14.70, net profit attributable to common shareholders of US$2.872 billion, YoY-9.00, EPS US$0.28, YoY-8.50, expected US$1.75. Subject to the interest rate hike cycle, the market risk appetite has declined, and the probability of stock price fluctuations of $80-$120 in

AMAZON (AMAZN. O): Net sales increased 15% to $127.1 billion Q3 of fiscal 2022 Read Post »

JPMorgan: Nike (NKE. N) Price target raised to $128 rating “Overweight”

/ / Technology /

2022.12.22 JPMorgan Chase published a research report that Nike (NKE. N) Earnings per share for the third quarter were higher than expected and EBIT margin was 11.9. Management raised its fiscal 2023 outlook to a median earnings per share forecast of approximately $3.10. The bank believes that the Group is a leader in the global sports market, diversifying in product categories, geographies and distribution, and believes that its brand momentum in all regions is sustainable, insulating macro market volatility and supporting sustainable revenue growth, which, together with continued gross margin expansion, is expected to drive sustainable mid- to high-double-digit earnings per share. The bank raised its price target from $127 to $128, giving it an “overweight” rating. Nike stock trading strategy: 2022.12.22 From the technical graphics point of view, affected by the financial report greatly exceeded expectations, the stock price temporarily ended the downtrend, the short-term space has been full,

JPMorgan: Nike (NKE. N) Price target raised to $128 rating “Overweight” Read Post »

Scroll to Top