JDI: What Is a Restructuring Likely to Look Like?
On the 21st Kyodo News reported that Japan Display Inc (6740 JP) was considering restructuring its domestic operations with a focus on its...
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Samsung & LG's F-OLED Fab Status - No Need to Worry About Oversupply
This year (2017) would be fine for Apple. But starting next year, Apple will have to find another flexible OLED panel supplier as it will need 50...
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Qualcomm Is Regaining Its Momentum on MSM Chipset Sales Despite Licensee Disputes
Summary The pending legal issues remain to be an overhang for Qualcomm. However, the rate cut on royalty is well expected by analysts and...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP) (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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