Fishy ITA STOCK NOTEBOOK

美股牛轉熊

高點 2940 

From: /www.stockfeel.com.tw/ and http://wangofnextdoor.blogspot.com/

- 博世是全球 MEMS 傳感器龍頭企業, 與包括 Sensata, NXP (Freescale), Denso, ADI, Panasonic, Infineon 等在內的國外 Tier 1 或半導體大廠共同壟斷了汽車 MEMS 傳感器市場. 據 IHS 統計, 全球前十大汽車 MEMS 傳感器公司的總市場份額累計超過 85%.

Corning is a leading supplier of advanced glass substrates used in LCDs, fiber-optic cabling, and a variety of other materials science products. Corning operates in five segments: display technologies, optical communications, environmental technologies, specialty materials, and life sciences. Although headquartered in New York, the company’s operations and geographic reach span the globe, with most of Corning’s revenue generated in Asia-Pacific.

Canopy Growth Corp through its subsidiaries is the licensed producer of medical marijuana in Canada. The company grows, produces and sells medical marijuana. It operates diverse brands and variety supported by over half million square feet of indoor and greenhouse marijuana production. It sells medical marijuana under various brand names including Tweed, Bedrocan, and Mettrum. A majority of the revenue is derived from the sale of medical marijuana by Tweed and Bedrocan in Canada.

Canopy said it received amended licenses from Health Canada to nearly double its growing capacity at its Smiths Falls Campus and add a "highly automated" distribution center.

The licenses also let the company add 223,200 square feet of cultivation space at its majority-owned Les Serres Vert Cannabis site.

Canopy Growth has over 2.7 million square feet of existing, fully licensed cannabis capacity, according to the press release.

Michael Kors Holdings Ltd designs and manufactures apparel, footwear, and accessories ( primarily handbags). Products are positioned as luxury goods and classified under three collections. The Michael Kors Collection and MICHAEL Michael Kors are the women's collections and are distinguished from each other by their price points. Michael Kors Mens is the men's collection. Most sales are through one of two channels: directly through its company-operated retail stores (and e-commerce websites), or through wholesale to department and specialty stores. The company licenses products such as watches, jewelry, eyewear, and fragrances. Production is carried out across Asia and Europe, and sales are concentrated in the Americas, Europe, and Asia along with additional markets through licensees.

Telefonaktiebolaget LM Ericsson (Ericsson) provides infrastructure, services and software to the telecommunication industry and other sectors. The Company's segments include Networks, IT & Cloud and Media. The Company operates in various geographical areas, including North America, Latin America, Northern Europe and Central Asia, Western and Central Europe, Mediterranean, the Middle East, Sub-Saharan Africa, India, North East Asia, South East Asia and Oceania, and other.

note: touch MA10 line, add more position. 

Kemet Corp together with its subsidiaries, manufactures and sells passive electronic components under the KEMET brand worldwide and the TOKIN brand in Japan and Korea. Company also operates in Solid (Tantalum and Ceramic) Capacitors, Film and Electrolytic Capacitors, and Magnetics, Sensors & Actuators. Company ships approximately 50 billion components annually to 138 countries for use in the automotive, communications, computer-related, industrial, consumer, military/aerospace/marine, and alternative energy industries. Company sells its products to original equipment manufacturers, electronics manufacturing services providers, and electronics distributors. Company's philosophy incorporates key environmental, social and governance principles into its decision making.

KEMET Corporation (KEMET), incorporated on July 9, 1990, is a manufacturer of passive electronic components. The Company operates in two segments: Solid Capacitors, and Film and Electrolytic. The Company offers multilayer ceramic, solid and electrolytic aluminum and film capacitors. The Company's product offerings include surface mount, which are attached directly to the circuit board; leaded capacitors, which are attached to the circuit board using lead wires, and chassis-mount and other pin-through-hole board-mount capacitors, which utilize attachment methods, such as screw terminal and snap-in.

建漢科技係一無線與寬頻網路(broadband and wireless networking)設備領導製造商，自1998年6月成立至今，積極投注技術研發資源，於網路通訊市場提供專業代工及委託設計代工服務。2003年起，建漢更開發寬頻與無線技術，專注於提供寬頻通訊及無線區域網路產品，多年來的努力贏得許多獎項及客戶肯定，目前已是全球主要之網路通訊產品設計製造廠商。

ZTO Express (Cayman) Inc is an express delivery company in China. The Company provides express delivery service through its nationwide network as well as other value-added logistics services.

EPS % Chg (Last Qtr):  70%