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...
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India Consumer Discretionary: TV Makers Could Cut Local Manufacturing Owing to Import Duty Hike
10% import duty on open cell LED panels despite no local manufacturing capability Major TV makers have been importing open cell LED panels...
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GS Yuasa (6674 JP) - Bosch Pulls Out of Solid State Battery Development
After a lot of hand-wringing and soul searching, Bosch has decided not to build its own battery cells. Previously, Bosch had considered entering...
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Solid Fundamentals Will Absorb the Stagnation of Tesla Model 3; Retain Panasonic FVE of JPY 1,950
We are impressed with Panasonic Corp (6752 JP) for raising its operating income guidance to JPY 350 billion from JPY 335 billion for fiscal 2018...
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Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
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