Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19% since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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The Week that Was in Greater China @Smartkarma: Ford UnFocused, Personal Mobility, Wynn-Ing in Macau
This is the 7th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Apple - The Threats It Faces on the IPhone's 10th Anniversary
On the 10th anniversary of the iPhone, what threats does Apple face going ahead? If Apple is to remain on top, it must dominate the following...
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IPhone Sales Continue to Slump in China
Smartphone Shipment and Activations Monthly Update: In May, ~31 mm smartphones were activated in China, representing a ~9% decline year-over-year. ...
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