Growth Potential of Auto Electrification Is Not Fully Embedded; TDK's FVE Raised to JPY 10,000
We revise our fair value estimate for TDK to JPY 10,000 from JPY 9,300, as we lift our earnings forecast. We lift our forecast for two major...
223 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
738 Views
TDK's June Quarter Results Imply Future Upside Growth on Polymer Rechargeable Batteries
While TDK’s reported numbers were mostly in line with our expectations, we identified an upside potential to our future forecasts. In particular,...
231 Views
Initiating Coverage of TDK with No-Moat, Stable Trend Ratings, FVE of JPY 9,300
We initiate coverage of TDK with no-moat and stable moat trend ratings, along with a fair value estimate of JPY 9,300. Our fair value estimate...
248 Views
Cambridge Mechatronics Limited (CML) - A Name to Remember
As a UK-based company specializing in listed Japanese technology funds, it is always exciting to find companies in your own back yard making their...
555 Views