Murata: Diversification into New Markets and M&A to Propel Long-Term Growth
Murata’s topline should rebound in the latest fiscal year, growing at approximately 20% YoY on the back of a recovering smartphone market and...
578 Views
Taiyo Yuden Growth on Handsets and Autos Will Continue to Improve Product Mix; Raise FVE to 2,100
We revise our fair value estimate for Taiyo Yuden Co Ltd (6976 JP) to JPY 2,100 from JPY 2,000, as we consider that growth of multilayer ceramic...
273 Views
Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
368 Views
Might Taiyo Yuden Outperform Murata?
Reports out of Taiwan that Yageo (2327 TT) will raise prices of some multi-layer ceramic capacitors by 15~30% have to be viewed as positive...
790 Views