Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?
TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...
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Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance
In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4...
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MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts
In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily,...
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