JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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Raising Murata Manufacturing's FVE to JPY 24,000; Price Hike of MLCC Will Be Higher than Anticipated
In the light of the recent news and companies’ comments, we anticipate a price hike on multi-layer ceramic capacitors, or MLCCs, as we believe that...
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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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