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...
452 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...
399 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...
368 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...
410 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...
402 Views