StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
415 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...
377 Views
Potential Buyers for Broadcom’s Wireless Business Unit
In December last year, Broadcom Limited (AVGO US) reported that it wants to sell its wireless chip unit and that it is working with the Credit...
424 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...
420 Views
2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
784 Views