India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
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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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Sony Has Got Its Mojo Back: Super Slomo, Acoustic Surfaces, and the World's Fastest Internet
Improving profitability across its segments and a general return of vim and vigor to its product lineup have helped drive Sony Corp (6758 JP) up...
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Whirlpool India: Multi Year Opportunity
India’s fourth largest refrigerator (RF) and washing machine (WM) player. Urban penetration of RF at 75% and of WM at 25% offers a long runway for...
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Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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