MUR Murphy Oil Corp. Loading... : Bullish and Bearish Analyst Opinions
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17:39
Aug 31
Aug 31
The author analyzes MLCC pricing dynamics and highlights Murata as a structurally dependent.
The author analyzes MLCC pricing dynamics and highlights Murata as a structurally dependent supplier worth watching, but stops short of a directional position call.
02:54
Aug 27
Aug 27
UBS data shows MLCC distributor inventories down 22% year-on-year with rising prices and high.
UBS data shows MLCC distributor inventories down 22% year-on-year with rising prices and high capacity utilization, but the tweet is a factual research summary without an explicit position or trade call.
LOW
11:28
Aug 17
Aug 17
A news wire reports a broad list of price target cuts across multiple sectors by various banks.
A news wire reports a broad list of price target cuts across multiple sectors by various banks, alongside several coverage initiations and resumptions with new price targets, all without expressing any personal market view.
11:26
Aug 17
Aug 17
HSBC upgrades YPF to Buy with a raised price target.
HSBC upgrades YPF to Buy with a raised price target, while multiple banks issue upgrades and downgrades across a broad range of stocks including Apple, Okta, and Shopify.
05:23
Aug 12
Aug 12
Author criticizes buying Taiyo for AI exposure, arguing Murata and SEMCO dominate MLCC supply.
Author criticizes buying Taiyo for AI exposure, arguing Murata and SEMCO dominate MLCC supply and price cuts hurt low-end makers, but expresses no personal position.
LOW
00:03
Aug 10
Aug 10
The tweet reports industry and company commentary on strong MLCC demand and price increases.
The tweet reports industry and company commentary on strong MLCC demand and price increases, but it is a factual news summary without an explicit author position or forward call.
LOW
19:27
Aug 09
Aug 09
Research summary on MLCC supply tightness and AI-driven demand, listing Yageo, Murata.
Research summary on MLCC supply tightness and AI-driven demand, listing Yageo, Murata, and Taiyo Yuden as beneficiaries without author positions or forward calls.
LOW
07:57
Jun 09
Jun 09
The tweet reports a Philippine earthquake disrupting MLCC production at Murata and Samsung.
The tweet reports a Philippine earthquake disrupting MLCC production at Murata and Samsung plants, creating short-term supply constraints and upward price pressure.
LOW
03:33
Jun 04
Jun 04
The author provides a research breakdown of the bifurcated MLCC market.
The author provides a research breakdown of the bifurcated MLCC market, highlighting structural demand shifts toward high-spec products for AI and EVs, but does not state a personal position or explicit trade call.
05:55
May 31
May 31
The author analyzes Japanese MLCC makers' strategic shift to prioritize market share over.
The author analyzes Japanese MLCC makers' strategic shift to prioritize market share over margins, suggesting limited upside for finished products but potential opportunity in equipment and materials.
LOW
05:54
May 31
May 31
The tweet analyzes Japanese MLCC makers' strategy shift toward market share over margins.
The tweet analyzes Japanese MLCC makers' strategy shift toward market share over margins, suggesting limited upside for finished products but potential for equipment and materials suppliers.
LOW
11:34
May 26
May 26
Author argues that AI server boards' massive MLCC demand will repeat history and boost Murata's.
Author argues that AI server boards' massive MLCC demand will repeat history and boost Murata's share price, citing past GPU-driven shortages.
LOW
About MUR Analyst Coverage
Buzzberg tracks MUR (Murphy Oil Corp.) across 7 sources. 0 bullish vs 0 bearish calls from 7 analysts. Sentiment: evenly split. 12 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Damnang, pequityresearch, DeItaone.