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...
412 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...
407 Views
Tesla Inc. – Don’t Discount $420/Share – It Could Go Private at $500/Share
At $71 billion, or $420/share, Tesla Inc. is a throwaway price. At $500/share the equity value of Tesla approaches $85 billion, which is also too...
501 Views
Japan Display (6740)--June Quarter Could Be Quite Strong Given Samsung's Weak OLED Sales
Japan Display Inc. (JDI) could see better than expected earnings when it reports its Q1 (June quarter) results on August 8th, as iPhone 8/8+ and...
309 Views
Tesla's Autopilot 3.0 Hardware - The Delusion May Be Dawning
A tired-sounding Elon Musk presided over Tesla's latest earnings call last week, delivering some much-needed good news for investors along with an...
813 Views