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...
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ROHM: Asymmetric Opportunity, Quantamental Analysis Indicates Potential For Margin Expansion
This is our first look at Rohm Co Ltd (6963 JP), a semiconductor company. Our key points are: ROHM mainly manufactures ICs and Discrete...
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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...
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Kyocera First Look: Positive Long Term Does Not Justify Premium
Kyocera Corp (6971 JP) serves rather diversified end-markets compared to other MLCC players like TDK and Murata The company is shifting...
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TOPIX FFW Rebalance - Halfway There
The TOPIX 2019 Free Float Weight Rebalance announcement was made on the 7th of October and the moves in the basket so far are limited. It is still...
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