Auto Electrification 'Drives' Growth of Passive Components
The Market Underestimates Long-Term Growth of Auto Electrification, Which Will Provide a Long-Term Investment OpportunityWe believe the market is...
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Popular and Unpopular Names - Names Analysts Do Like / Do Not Like in Japan....
If we look at the most recent upgrades, Shiseido Co Ltd (4911 JP) and Cosmo Energy (5021 JP) both picked up 3 upgrades in the last 2 weeks. TDK...
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Growth Potential of Auto Electrification Is Not Fully Embedded; TDK's FVE Raised to JPY 10,000
We revise our fair value estimate for TDK to JPY 10,000 from JPY 9,300, as we lift our earnings forecast. We lift our forecast for two major...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
635 Views
TDK's June Quarter Results Imply Future Upside Growth on Polymer Rechargeable Batteries
While TDK’s reported numbers were mostly in line with our expectations, we identified an upside potential to our future forecasts. In particular,...
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