Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
318 Views
BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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AAC Tech: Optics and Chinese Mobile Keeps Growing
What's new?1h revenue and pretax profit hit a record high. More interestingly, AAC Technologies Holdings Inc (2018 HK) has been able to maintain...
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All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
390 Views