The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.6k Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
676 Views
Adding TDK to Our Best Ideas List; Growth of Electronic Components Per Auto Is Underestimated
We are adding TDK Corp (6762 JP) to our Best Ideas list, and removing Nidec Corp (6594 JP) following its recent outperformance. As the top...
139 Views
Raising TDK's FVE to JPY 11,000; More Confidence on the Growth of MLCC and Rechargeable Batteries
We raise our fair value estimate for TDK to JPY 11,000 from JPY 10,000, as we are more confident of the future growth of multilayer ceramic...
125 Views
TDK's Robust Results Suggest Long-Term Growth of Passive Components and Rechargeable Batteries
We believe that TDK’s robust September quarter results support our view that the company will achieve a long-term growth, driven by auto...
130 Views