JDI – Is Hakusan Sale to Apple and Sharp a Renewal of Hon Hai’s Display Offensive?
The Nikkei reported today that Japan Display is discussing the sale of its Hakusan factory to Apple and Sharp. Sharp later confirmed that it was in...
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Japan Display - ¥90bn Size of Ichigo Investment a Positive Surprise
News reports this morning have suggested that Japan Display would receive ¥50-90bn as an investment from Ichigo Asset Management. The company had...
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Lenovo: Cashless Revenue, Rising Risks
Investors seem to be buying into the Lenovo recovery story. Every quarter they manage to produce some growth and talk about a future turnaround. A...
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Sony in Talks with Network18 Media & Investments to Acquire a Stake in the Latter
It was reported by several media that Sony is in talks with India’s Reliance Networks (RIL) to acquire a stake in the Reliance controlled Network18...
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JDI – A Quick Cost Structure Analysis
JDI’s repeated restructuring attempts over the last few years and the disproportionately large influence of Apple’s strategic shifts on the company...
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