MRAAY News and Press, Murata Manufacturing Co Ltd ADR From 04/28/21

The following slide deck was published by Murata Manufacturing Co., Ltd. in conjunction with their 2020 Q4 earnings call. For further details see: Murata Manufacturing Co., Ltd. 2020 Q4 - Results - Earnings Call Presentation

Murata Manufacturing (MRAAY): FY GAAP EPS of ¥370.51Revenue of ¥1.63T (+6.3% Y/Y).Press Release For further details see: Murata Manufacturing reports FY 2020 results

Qorvo shares have performed strongly over the last two years. We have concerns over the sustainability of free cash flow generation and are sellers. Free cash flow margins have been high and will be difficult to maintain, given falling intangible amortization, and in the long run, rel...

Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...

Murata Manufacturing is the global leader in ceramic capacitors, a market that grows hand in hand with semiconductors. The company has high earnings visibility as it has predictable demand drivers from telecommunications and automotive electrification. With the shares trading on a...

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

Radio frequency ("RF") filter expert has been public since 2015 but is still not profitable. However, the company has lately been booking some contract wins for its patented RF filter products and the addressable market is large. Investors should pay close attention to a business ...

Investment highlights We maintain BUY and our six-month-forward target price of KRW155,000 (2.0x 2020F BPS) on SEMCO ( SMSGF ). At KRW1.84tn, SEMCO's 4Q19 sales missed our estimate by 5.6% due to larger-than- anticipated camera module inventory adjustments. However, operating profit beat our...

2020 hyperscale server demand to grow 11% YoY; DRAM contract prices to pick up from 2Q20 We visited major IT H/W companies in Taiwan and Japan from Nov 11 to 15 to examine the key issues of the IT H/W sector. Through the visits we found that: 1) 2020 demand for finished products is expecte...

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...