COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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KLA, LAM, AMAT, ASML, TEL model updates post 1Q24May 24, 2024 — Pierre Ferragu
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Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expectations already.May 21, 2024 — Pierre Ferragu
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Tokyo Electron 4FQ24: Recovery on track, but well reflected in expectations. Neutral, ¥33,500 TP.May 13, 2024 — Pierre Ferragu
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Tokyo Electron 4FQ24: Recovery on track, but well reflected in expectations.May 10, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
