Seagate: Long Term Opportunities with Mass Storage HDDs
Seagate Technology quarterly results show 63% of revenue from Mass Capacity HDDs and long term mass capacity HDD growth, demonstrating medium and...
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JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
996 Views
Taiyo’s OP Outperforms Consensus Amidst COVID-19
Taiyo Yuden (6976 JP)’s 1Q FY03/21 was weak but surpassed market expectations on OP significantly. 1Q revenue and OP declined by 11.9% YoY and 17%...
387 Views
Murata Outperforms Despite a Weak 1QFY03/21
Murata Manufacturing (6981 JP)’s 1Q FY03/21 was weak but better than expected. 1Q revenue declined by 8.6% YoY and operating profits declined by...
430 Views
Murata FY03/20 Earnings Preview: Expect A Miss
Murata Manufacturing (6981 JP) is expected to release FY03/20 results tomorrow. We feel that Murata might underperform its FY03/20 guidance,...
480 Views