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...
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Apple: Supply Chain Disruptions to Likely Impact Apple’s Production Plan
It was reported by several news media outlets that Apple’s iPhone and Airpod production may be at risk due to the Coronavirus outbreak. Apple has...
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Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Match: Tinder Burning
This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...
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Sony 3Q Results: Image Sensors Surpass Game & Network Services to Become the Largest OP Generator
Sony reported its 3QFY03/2020 results on Tuesday which saw revenues growing 2.6% YoY while OP declined 20.4% YoY during the period. However, both...
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