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...
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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...
399 Views
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...
414 Views
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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