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%...
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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
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...
557 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...
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