JDI: 3Q Revenue Strong, Margins Weak - Did Non-IPhone X Sales Overshoot 36%?
JDI reported 3Q with revenue rising 3% QoQ but falling 30% YoY on account of Apple's partial switch to OLED panels and weak demand from China. OP...
154 Views
When Small-Cap Companies Refuse to Meet Investors: Watch Out
Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...
329 Views
Xiaomi IPO: Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPO this...
374 Views
Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
152 Views
Sector Capsule: Internet Retailing in India
Internet retailing in India increases by 35% in current value terms in 2017, to reach INR1,959.7 billion Flipkart Online Services leads internet...
143 Views