Taiyo Yuden Should Be Liked: A Relatively Small MLCC Player but with Stronger EBIT Growth
Taiyo Yuden (6976 JP) is an MLCC player which seems to have been overshadowed by leading players like Murata Manufacturing (6981 JP) and TDK Corp...
408 Views
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...
775 Views
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...
401 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...
418 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...
394 Views