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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Toshiba Update - Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
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The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
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