TSMC - A TechniSentiMental View
In a two and a half year rally, TSMC stock price had more than doubled, before the recent correction post Q1-18 results release.Is the bull-run...
162 Views
Japan Display's Shares Plunge the Most Since IPO--Our Interview Just Yesterday Was Very Positive
Japan Display Inc.'s (6740) share price plunged by -21% earlier today on news out of Korea that Apple plans to make all 3 of its new iPhone models...
145 Views
Lenovo: No Turn Around in Sight. The Risk of Failure Is Too High - Fair Value HK$2.87 (31)%, SELL
Any hopes of recovery raised by the modest increase in the 4Q report are dashed by closer examination.The increase in revenue was dwarfed by...
116 Views
Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
376 Views
Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much
China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....
503 Views