Sector Capsule: Imaging Devices in Vietnam
Digital cameras records a volume decline of 2% to 242,000 units in 2017 Digital cameras witnesses a premiumisation trend in 2017 Fixed lens...
139 Views
Fed and IPhone X
Overnight Update: Jerome Powell is nominated by President Trump as the new Fed Chairman. Apple's iPhone X...
153 Views
Sector Capsule: Imaging Devices in Japan
Digital cameras see 10% retail volume decline to reach 3.2 million units in 2017. Fixed lens cameras loses ground in digital cameras to SLR...
195 Views
Sony (6758) How Good, Really, Was Its "Blow-Out" June Quarter?
Sometime around 2003, Sony started generating "exceptionals" and it hasn't stopped since. Whether it is writedowns on business closures, write-offs...
191 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
558 Views