Might Taiyo Yuden Outperform Murata?
Reports out of Taiwan that Yageo (2327 TT) will raise prices of some multi-layer ceramic capacitors by 15~30% have to be viewed as positive...
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High Beta Names Do Not Do Well in June....
We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...
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TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?
TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...
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Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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