What Do You Buy if the Softbank Mega-Buyback Drives a Nikkei Squeeze?
Softbank stock ended up locked limit up towards the end of the trading day after the company announced a massive ¥4.5trn in asset...
361 Views
Coronavirus QE, the BOJ, and ETF Buying
After the worst week in US equity markets in a long time, with sharply rising equity volatility causing risk parity funds and their ilk to shed...
462 Views
Japan - Small Caps and Micro Caps With High Short Interest Free Fall
The short notional in the market for the data released 3 March is US$24.60bn (up by US$388mm excluding FX movements) with the largest short...
413 Views
3Q for MLCC Players: Murata Outperforms, TDK Improves; Supply Chain Disruptions with Apple Is A Risk
Through last week, most of the MLCC players released their earnings results for 3QFY03/20. This Insight compares the 3Q performance of Murata...
377 Views
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...
420 Views