Murata Manufacturing Co., Ltd. in 2 stories
The narratives 6981.T currently appears in, with its side and exposure in each.
Bull side
1 story- Satellites Turn Every Phone Into a Terminal
6981.T in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Murata's filters, antennas and RF modules are key handset components whose complexity can rise when ordinary phones add satellite frequency bands.
Bear side
1 story- Japan Finally Prices Money
6981.T in “Japan Finally Prices Money”
FadingExposure: not rated yetThe end of negative rates is transferring value from leveraged assets and exporters toward banks and insurers.
Its globally sold electronic components generate substantial foreign-currency revenue, so a stronger yen can reduce translated sales and operating profit.