Samsung and Apple Foldable OLED Plans: Implications on Kolon Industries
Recently, Apple Inc (AAPL US) , Samsung Electronics Co Ltd (005930 KS) , Microsoft Corp (MSFT US) and others have been granted patents related to...
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AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
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Universal Display Q4 Results - Investment Thesis Playing Out.
On Friday, company resoundingly beat 4Q16 consensus estimates with revenue and EPS beat of 9% and 31%, respectively. Following the earnings...
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Japan Display Inc: Lowered Break Even Point & Higher Utilisation Could Triple Stock Price
After securing financing from INCJ in December and a series of write-offs and restructurings to bring down fixed costs and improve yields, we...
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China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
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