HDD C3Q Results, Continued Decline in Units but Growth in High Capacity HDDs
HDD Annual Shipments in continued decline, high capacity HDD shipments expected to grow. C3Q benefited from consumer sales and continued capacity...
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Seagate: Long Term Opportunities with Mass Storage HDDs
Seagate Technology quarterly results show 63% of revenue from Mass Capacity HDDs and long term mass capacity HDD growth, demonstrating medium and...
201 Views
JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
701 Views
Taiyo’s OP Outperforms Consensus Amidst COVID-19
Taiyo Yuden (6976 JP)’s 1Q FY03/21 was weak but surpassed market expectations on OP significantly. 1Q revenue and OP declined by 11.9% YoY and 17%...
251 Views
Murata Outperforms Despite a Weak 1QFY03/21
Murata Manufacturing (6981 JP)’s 1Q FY03/21 was weak but better than expected. 1Q revenue declined by 8.6% YoY and operating profits declined by...
262 Views