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太阳诱电(6976.T)首席执行官会议:旨在提升MLCC竞争力,快速恢复15%的营业利润率;维持买入评级
高盛· 2025-05-21 12:25
20 May 2025 | 10:22PM JST Based on the assumption of a slow demand recovery and its detailed analysis of specific MLCC applications, Taiyo Yuden's strategic product development will focus on areas in which it can achieve a top-two market position. We take a positive view of this systematic approach to managing the MLCC business, and the potential for improving the quality of the business (better mix, higher Daiki Takayama +81(3)4587-9870 | daiki.takayama@gs.com Goldman Sachs Japan Co., Ltd. Mitsuhiro Icho + ...