TDK Corp. (TDK)

All Comments on TDK

  • commenter
    notsosmart
    Aug 28 10:44 AM
    My Website
    Japanese ADRs Trading Below or Near Book Value [view article]
    these div. ields are a jok. check outFRO.no connection to wallst or fro. Reply
  • commenter
    dieuwer
    Aug 27 07:38 PM
    Japanese ADRs Trading Below or Near Book Value [view article]
    Why are dividend yields so low? Should it not be more like 7% at the bottom? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on TDK
    Is this a buy or a sell? Reply
  • commenter
    buyitcheap
    Mar 31 02:06 PM
    18 Ways to Invest in Japan, the Land of the Rising Sun [view article]
    Interesting list - I disagree with Orix, though - I think that stock could revisit its 2000 lows of $5. It's basically ridden the carry trade and the stock price correlates highly with the yen, so if the yen goes, so goes IX back down to its old price levels. Reply
  • commenter
    mrsowerberry
    Mar 06 06:34 AM
    Third Avenue: Mr. Market's Wrong on Imation [view article]
    Admittedly I've done little research on Imation's business, but my initial reaction is that Imation, and the business that it bought recently from TDK is fast heading for the land of the dinosaurs. Tapes, disks and the like are fast disappearing, as downloading onto computer is cutting deeply into that market. If I am missing something through ignorance of the facts and/or a faulty premise, I would be interested in hearing any intelligent views on the subject Reply
  • commenter
    monitors
    Sep 06 02:59 AM
    Japanese Tech Stock Weekly Summary [view article]
    Low Cost Digital Advertising Displays
    Small businesses are recognizing the importance of communication with customers to improve product awareness and increase turnover
    Sun Group has responded to market demand for affordable high quality Digital Advertising Display SUN-SG8 8Inch, 10.4Inch, 15Inch, 17Inch and 19Inch. The company has recently announced their new line of Digital Advertising Display and Digital Multimedia Players at new low prices that will get every one up and running. This digital advertising display will look good in any retail outlets, office or home, offering unprecedented customization with its interchangeable frames. It supports CFI, II/MD/SM/MS/MS pro/SD/MMC card formats, ensuring a wide blanket of compatibility. built-in real-time clock and calendar. Ideal for Digital Signs, POP Displays and Retail Advertising. Automatic power on/off time. also support USB host, which can read from USB memory stick and from external Hard disc directly
    Read Letsgodigital Review
    www.letsgodigital.org/...
    Reply
  • commenter
    Steven Towns
    Jun 25 09:08 PM
    My Website
    Japanese Exporters Look Poised to Profit from Weak Yen [view article]
    Hi John,

    Thanks for your comment and question. Toyota's ordinary shares (JP: 7203) are down about 4% ytd, compared to approx. -8% for its ADRs. The difference equals almost exactly the 4% weakening of the yen against the dollar ytd.

    So why is Toyota down in its home market despite sustained growth and even surpassing GM by some measures? This is quite simply, in no particular order, due to (1) its run-up, almost doubling in the past two-years, (2) channeling of investment funds to overseas investments offering higher yields, (3) propensity to take profits quickly and frequently, (4) concern about the U.S. real estate market (inc. sub-prime) and slowing of overall U.S. economy, (5) higher gasoline prices hurting sales of higher margin autos, or at least boosting sales of lower margin autos in U.S.; weak domestic market w/ real growth only in the mini/sub-compact car (low margin) and luxury segments (high-margin, low volume), (6) uncertainty of FOMC policy, a rate hike would increase consumers' borrowing costs, (7) tough competition in BRIC economies, where Toyota has been somewhat of a late entrant, (8) high/rising commodity and materials costs mean imports and component costs are higher, possibly exacerbated by the weak yen, ....

    There's a lot weighing the stock down, but it's not exactly tanking by any means. Obviously ADR holders are suffering more due to the negative forex impact.     Reply
  • commenter
    john gaats
    Jun 25 01:57 PM
    My Website
    Japanese Exporters Look Poised to Profit from Weak Yen [view article]
    TM has been a net loser this year. Is it because our investors conveniently ignore all potentials you pointed out here? Even without the currency effect, dominate position in the global car market is something to consider for the investors. However, nothing seems to matter. Reply
  • commenter
    Steven Towns
    May 03 03:07 PM
    My Website
    TDK Jumps on Upgrades and New 10,000+ Yen Price Targets (TDK) [view article]
    So you have clarified your reasoning behind your initial comment. I agree with your 1st point. Additionally, my stance is that I value analyst ratings because they provide information to the market and for foreign retail investors in Japanese stocks these ratings can be even more valuable because they are harder to find. So if a stock is going up/down based on an analyst rating I think it's fair that readers understand why.

    I disagree with your second point. That's subjective and a matter of interpretation. I try to be as factual and neutral as possible. However, I don't want to be boring and dry. I still don't see why you think I am recommending the stock. It seems like you have a bone to pick with analyst recommendations.

    Sometimes I comment on my feelings on a stock or a company's performance but generally speaking I don't take a position on any of the individual stocks I cover. As editor I don't invest (at least I haven't to date) in any of the stocks either. As for Japan-related stocks, I only invest in a mutual fund that focuses on a broad selection of Japanese stocks. I have disclosed this in the past in posts where appropriate.

    In light of our back-and-forth discussion, I think readers of this blog including myself would enjoy hearing your thoughts on Japan from time to time. I look forward to reading your work again in the future.     Reply
  • commenter
    Steven Towns
    May 01 08:30 AM
    My Website
    TDK Jumps on Upgrades and New 10,000+ Yen Price Targets (TDK) [view article]
    That's nonsense and unconstructive criticism. How would you have liked it to read? I didn't say anywhere in the post to "buy this now" or say "I recommend" TDK. I only stated facts. FACT: I. a stronger yen translates into higher ADR share prices, even in cases when the ordinary shares trade lower but the yen's gain on the dollar is higher percentage wise. II. I said "holders" of TDK ADRs... I didn't say "if you buy"... FACT: Credit Suisse was in fact the most "bullish" because it set the highest target share price among analyst upgrades in conjunction with an "outperform" rating upgrade from "neutral."

    I respect your work and contributions. However, I strongly question the motive behind your comment.     Reply
  • commenter
    Steven Towns
    Dec 08 09:54 AM
    My Website
    Tokyo Stock Exchange Suffers 3rd Worst Day This Year, ADRs to Watch (SANYY, TMIC) & Many Decliners [view article]
    More details on the Mizuho error here by Bloomberg. Compliance concerns to come after the latest problem with the TSE? Reply
  • commenter
    Steven Towns
    Nov 01 08:09 PM
    My Website
    After Tuesday Morning System Glitch, Tokyo Stock Exchange Finishes Afternoon Up Big (TDK, MTU, KUB, SNE, CAJ, NIPNY, DCM) [view article]
    See this link to a Yomiuri Shimbun article providing further coverage of the snafu yesterday morning on the Tokyo Stock Exchange that delayed the start of trading until the afternoon. Reply
Loading...
Symbols:
Authors:
Quick Links: