Japan - Small Caps and Micro Caps With High Short Interest Free Fall
The short notional in the market for the data released 3 March is US$24.60bn (up by US$388mm excluding FX movements) with the largest short...
397 Views
3Q for MLCC Players: Murata Outperforms, TDK Improves; Supply Chain Disruptions with Apple Is A Risk
Through last week, most of the MLCC players released their earnings results for 3QFY03/20. This Insight compares the 3Q performance of Murata...
363 Views
Taiyo Yuden Should Be Liked: A Relatively Small MLCC Player but with Stronger EBIT Growth
Taiyo Yuden (6976 JP) is an MLCC player which seems to have been overshadowed by leading players like Murata Manufacturing (6981 JP) and TDK Corp...
406 Views
Murata Ups Its 5G Game Developing Ultra Small MLCCs
Nikkei reported last week that Murata Manufacturing (6981 JP) has developed an ultra-small version of its MLCC component which goes into...
401 Views
1H for MLCCs: Disappointing for All; Murata, TDK Revises Revenue Guidance Downwards
On the 31st of October, Murata Manufacturing (6981 JP), TDK Corp (6762 JP) and Kyocera Corp (6971 JP) posted their 1HFY03/20E results which were...
393 Views