Universal Display Q4 Results - Investment Thesis Playing Out.
On Friday, company resoundingly beat 4Q16 consensus estimates with revenue and EPS beat of 9% and 31%, respectively. Following the earnings...
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Japan Display Inc: Lowered Break Even Point & Higher Utilisation Could Triple Stock Price
After securing financing from INCJ in December and a series of write-offs and restructurings to bring down fixed costs and improve yields, we...
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Best Pure Play on OLED. Key Revenue Drivers to Rebase in 2017/2018.
Universal Display Corp (OLED US) (UDC) is the best pure play on the upcoming acceleration of the OLED mobile adoption cycle, which after many years...
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LG Electronics: It's Time for LG
Include Asia Pacific Model Portfolio at the weight of 2.16% We include Lg Electronics Inc (066570 KS) in our Asia Pacific Long Short Model...
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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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