MRAAY News and Press, Murata Manufacturing Co Ltd ADR From 11/05/19

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 10/28/2019. Please visit our Tracking Kenneth Fisher's Fis...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 07/30/2019. Please visit our Tracking Kenneth Fisher's Fis...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 04/22/2019. Please visit our Tracking Kenneth Fisher's Fis...

Investment highlights For Samsung Electro-Mechanics (SMSGF), we maintain BUY and keep our six-month-forward target price at KRW145,000, applying 2.0x P/B to 2019F BPS. We expect 1Q19 sales to miss our previous estimate by 2.3% to come in at KRW2.12tn due to slow substrate sales. In addition,...

Aspeed’s sales signal server DRAM price recovery in 3Q; wafer shortage likely in 2021 We visited the major IT H/W (hardware) companies in Japan and Taiwan from March 18 to 23 and checked the current concerns of the IT H/W industry. What we learned from our visit is as follows: 1) Se...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher's 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management's regulatory 13F Form filed on 01/25/2019. Please visit our Tracking Kenneth Fisher's Fisher Asset Mana...

Promoting measures against salt damage in the Mekong Delta region in cooperation with Can Tho University, Vietnam Kyoto, Japan, Jan 22, 2019 - (ACN Newswire) - Murata Manufacturing Co., Ltd. is promoting measures to address salinity impact to agricultural land by conducting field trials util...

DRAM contract prices to slide until 2Q19; Cascade and edge computing will save server DRAM We visited major IT hardware (H/W) companies in Japan and Taiwan from November 26 to 30 to address the key topics of interest in the IT H/W sector. What we learned from our visits are as follows: 1) ...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 10/24/2018. Please visit our Tracking Kenneth Fisher's Fis...

DRAM contract prices to fall in 4Q18; DRAM and NAND market to grow 10.1% and 3.9% YoY in 2019 We visited major IT H/W companies in Japan and Taiwan from Aug 27 to 31 to examine the key topics of interest in the IT H/W sector. After the visits, we came to the following conclusions: 1) DRAM ...