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Murata Manufacturing (6981 JP)
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177
Analysis
Information Technology
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Japan
MURATA MANUFACTURING COMPANY, LTD. manufactures and sells ceramic applied electronic components. The Company's products include filters, capacitors, thermistors, resistors, noise suppression components, coils, piezoelectric sound components, power supplies, sensors, hybrid integrated circuit (IC), and microwave components.
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 19:39
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
Travis Lundy
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239 Views
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bearish
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Macroeconomics
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13 Sep 2016 15:09
Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
Naomi Fink
245 Views
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bearish
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Thematic (Sector/Industry)
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12 Sep 2016 10:21
Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
Andrew Lu
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272 Views
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bullish
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Murata Manufacturing
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08 Sep 2016 10:02
Initiating Coverage of Murata Manufacturing with Y16,400 FVE and Narrow Moat Rating.
Murata is a top supplier of passive components, such as the multilayer ceramic capacitor, or MLCC, (35% global share), and surface accoustic wave,...
Morningstar, Inc.
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211 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 13:45
Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
Pelham Smithers Associates
228 Views
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