Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
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Phison Chairman Expects NAND Price Correction in 2Q17 and Not Ruling Out to Invest Toshiba Memory
What's new?Phison Electronics Corp (8299 TT) chairman/CEO Mr. Chien-cheng Pan hosts an investor conference on 7 April 2017 to comment the...
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Sharp Corp: Valuations Extreme, Even Before C Share Conversion
A familiar, if somewhat damning, approach to investing in Japan – at least from a dinner party conversation viewpoint – is to take stocks where...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Squeezalicious I - Beware the Ides of SHARP - 20yr High EV/TTM and OP
Sharp Corp (6753 JP)'s recent rally has taken the stock to near 4-year highs. The stock price is now more than 4x and its total diluted market...
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