Japan Display: Weak Sales of IPhone XS/XS Max Position XR Play JDI as Key Buy Into Year End
Japan Display (6740 JP) had bottomed in the middle of the year and been rising (+60% from the mid year low till 30 Aug) on the back of building...
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What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival
Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...
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Unprecedentedly IPhone XS and XS Max Discounted on Day 1 Sale in Mainland China
Chart 1-2 show gray market discounts in Shenzhen and Hong Kong, on Day 1 iPhone launch. Chart 3 -4 show gray market premiums for 2016 and 2017...
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Social Gaming and Esports Upside for Tencent…
‘It’s necessary for developers to learn to get along with [subscription services] ...When seeking a partner for this, it’s important to find...
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Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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