电子元件：10 - 12 月起需求变化监测
2025-08-25 01:38
August 21, 2025 02:36 PM GMT Apr–Jun results broadly exceeded our forecast; strong demand expected in Jul–Sep. To expand earnings in 2026, a solid foundation must be laid from year-end through New Year. Key Takeaways Morgan Stanley MUFG Securities Co., Ltd.+ Shoji Sato Equity Analyst Shoji.Sato@morganstanleymufg.com +81 3 6836-8404 Sota Harashima Equity Analyst Sota.Harashima@morganstanleymufg.com +81 3 6836-8897 Investor Presentation | Japan M Foundation Electronic Components: Monitoring Demand Shifts from ...