Murata: MLCCs for the Long Term
MLCC players are likely to be affected by any decline in the end markets to which they cater. As such, Murata Manufacturing (6981 JP) has also...
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YOFC (6869): ASP Pressure but Saved by Peru
Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China...
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Apple Q3 19: Details on China and Japan Plus Good News on Revenue Mix
We take a look at some of the data points that we believe are relevant in Apple's Q3 19 results including the contribution of service and other...
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Thai Macro Watch: Huawei, Trade Wars, and More
In this issue of Thai Macro Watch, we look at five news on the global front that may impact Thai equities directly or indirectly: Acceleration of...
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Weekly Oil Views: Sentiment Defaults to Demand Growth Fears
The oil market is keeping global economic headwinds firmly in sight, with weakening manufacturing activity across several parts of the world in...
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