COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
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FANG Deterioration and Pivot Floor
FANG deterioration and market floor supportNDX has been underperforming of late, creating a flash point if we see tech break lower and is also part...
483 Views
Tesla: Neither Funding nor Model 3 Demand Appears Secured to Us
Funding Secured?While Musk has pointed to the Saudi Arabian Public Investment Fund as the backing for his "funding secured" tweet, we see a few...
563 Views
JDI: Cost Cuts Much Better Than We Expected, Execution Risk Exists but 2H Should Be Very Strong
Japan Display (6740 JP) has had a rough time in the last year with plunging sales, worries about main customer Apple Inc (AAPL US) abandoning their...
407 Views
Japan Display--Q1 Beat Is Confirmation that FY18 Consensus Is Too Low
Japan Display Inc. (JDI) reported a Q1 operating loss of only -Y9.8bn, which was 26% lower than consensus estimates of a loss of -Y13.3bn and in...
396 Views