AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Japan Fortnightly Update: Turning Point
TURNING POINT - Despite the last four trading days being 'up', the Japanese equity market composite fell by 0.6% over the last two weeks. New...
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5G-The Key to Self-Driving, Intel's Approach to AI, AI Chip Architecture & More: Pennock Idea Hub
FEATURE NEWS5G wireless may be the key to a self-driving future:Since 2016, a number of the top telecom equipment providers, including Ericsson,...
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Japan Display (6740)--Turnaround on IPhone 9 Looking Good
Japan Display Inc. (JDI) appears to be ahead of schedule for achieving its highest level of profits in FY3/19 since its IPO in 2014. With Q1 OP...
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