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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (3475)6/10/2002 8:49:15 PM
From: Crossy  Respond to of 95640
 
Japan Update

seems to be that Japan is cushioned from US sector selloff..

my positions are either consolidating nicely or expanding their moves...

NJR (New Japan Radio) 6911.J .. surged ahead to 870 Yen on another strong buy rating... Psr of 0.67 now..

Shimadzu 7701.J .. announces turnaround for FY2003 ending next April expected .. coverage upped to neutral ... Psr of 0.40 now .. stock consolidating at 370 Yen range..

Asahi Kasei 3407.J ... conglomerate is sidelining ... guidance upped a tad (10%) ... around 440 Yen..

Found another interesting stock - NIEC (Nihon Inter) 6974.J
NIHON INTER (NIEC) - www.niec.co.jp - PSR of 0.35 at 265 Yen , turnaround completed, should be profitable in FY2003 (ending next April). They make rectifiers, thyristors etc. NYSE: IRF was a co-founder of them decades ago and still got a good chunk of their shares... Not yet covered by a major broker, ticker is 6974.J. Stock rose from 120 to 260 Yen on materially reduced losses versus its foecast...

best rgrds
CROSSY



To: The Ox who wrote (3475)6/10/2002 8:50:38 PM
From: Crossy  Respond to of 95640
 
Michael,
I really like your DIOD .. thx for mentioning this one. PSR of 0.7 is not expensive..

rgrds
CROSSY