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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...
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...