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Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<p>Murata is investing heavily in capacity expansions to ramp up automotive MLCC production. We believe this is a result of two reasons; the shortage in the MLCC market and the slowdown in the handset market.</p><p>The MLCC market has been going through a period of shortage on the back of increasing demand for electronic components from a number of key industries including handsets and automobiles. This is a result of rapid advancement in electrification, with the content per device/vehicle increasing…</p>

Murata is investing heavily in capacity expansions to ramp up automotive MLCC production. We believe this is a result of two reasons; the shortage in the MLCC market and the slowdown in the handset market.The MLCC market has been going through a period of shortage on the back of increasing demand for electronic components from a number of key industries including handsets and automobiles. This is a result of rapid advancement in electrification, with the content per device/vehicle increasing…

Capacity Expansions for Automotive Components to Offset Dwindling Handset Market

Murata Manufacturing

Capacity Expansions for Automotive Components to Offset Dwindling Handset Market