In January 2022, semiconductor sales posted their steepest decline (-18.5% YoY) since the Great Financial Crisis. I expect further weakness over the next 12 months. Source: SIA #semiconductor #macro #businesscycle
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Samsung's quarterly profit plunges to 8-year low on demand slump - Reuters https://lnkd.in/eYyFDHgZ
Semiconductor sales have only slightly decelerated so far this year from mid to low 20s YoY growth. More headwinds to come. Source: SIA #semiconductor #business #cycle
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Machine tool orders continue to decelerate: Japanese makers reported a 4% YoY growth in global orders in September. This is the slowest growth level since October 2020 and I'd expect contraction in 2023. Source : Japan Machine Tool Builders' Association
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Micron warns weakening consumer demand will hurt smartphone sales https://lnkd.in/ebYRZ9M5
Semiconductor sales have only slightly decelerated so far this year from mid to low 20s YoY growth. More headwinds to come. Source: SIA #semiconductor #business #cycle
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Semiconductor sales have only slightly decelerated so far this year from mid to low 20s YoY growth. More headwinds to come. Source: SIA #semiconductor #business #cycle
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Webconférence à ne surtout pas rater ! Pierre PUYBASSET interview David Ross ce jeudi 28 octobre à 11h30, pour faire un point sur notre fonds d'actions internationales, Echiquier World Equity Growth. Inscription : https://lnkd.in/dcpFuvBz La Financière de l'Echiquier - LFDE Louis Bersin
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Bonjour à tous, La Financière de l'Echiquier recherche son prochain stagiaire Middle Office ! Un très bon moyen de découvrir le fonctionnement d'une société de gestion ! Profil Bac +4/5 Début de stage : Septembre Durée du stage : 6 mois N'hésitez pas à me faire parvenir votre candidature
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The Global Manufacturing PMI stood at 56 in May, which is its strongest reading over the past 11 years. Link to previous charts here: https://lnkd.in/eyTcE2J #businesscycle #markets
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#Recrutement #AssetManagement #ActionsInternationales Rolando José Grandi Bustamante, CFA recherche un(e) co-gérant pour venir renforcer son équipe actions thématiques internationales. Vous avez une dizaine d'année d’expérience professionnelle dans des stratégies actions internationales de croissance et thématiques et avez envie de rejoindre une équipe de 3 personnes ?
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