JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
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Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
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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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Capacity Expansions for Automotive Components to Offset Dwindling Handset Market
Murata is investing heavily in capacity expansions to ramp up automotive MLCC production. We believe this is a result of two reasons; the shortage...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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