The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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Sharp Said to Have Powerful Q1 Profit
Japan's financial daily, the Nikkei Shimbun, previewed Sharp's Q1 earnings today, saying that sales during the April to June (Q1 of fiscal 2017)...
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August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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JDI: What Is a Restructuring Likely to Look Like?
On the 21st Kyodo News reported that Japan Display Inc (6740 JP) was considering restructuring its domestic operations with a focus on its...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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