Murata (6981) - MLCC Growth Accelerating
Quarterly data from the six largest MLCC makers shows that the move to LTE-Advanced handsets did indeed drive up sales of MLCCs in the 2H 2017...
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5G and Auto Digitalization Will Reignite Murata's Growth
The market is underestimating the growth potential of Murata Manufacturing Co Ltd (6981 JP), underpinned by its expertise on passive components.We...
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Murata: Diversification into New Markets and M&A to Propel Long-Term Growth
Murata’s topline should rebound in the latest fiscal year, growing at approximately 20% YoY on the back of a recovering smartphone market and...
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Raising TDK’s FVE to JPY 11,500; Robust Demand From Auto Continues to Drive Growth in MLCCs
We raise our fair value estimate for TDK Corp (6762 JP) to JPY 11,500 from JPY 11,000, as we believe growth in multilayer ceramic capacitors, or...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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