5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
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Raising Murata Manufacturing's FVE to JPY 24,000; Price Hike of MLCC Will Be Higher than Anticipated
In the light of the recent news and companies’ comments, we anticipate a price hike on multi-layer ceramic capacitors, or MLCCs, as we believe that...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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BP Follows Daimler and TDK to Invest in Israeli Startup “StoreDot”
Israeli-based startup StoreDot made headlines last week with BP PLC (BP/ LN) investing USD20m in StoreDot in another round of Series C funding....
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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