JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
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Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
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Samsung's EV Business Rumor: Despite Denials, This Can Happen as a Political Compromise
We are again hearing Samsung Electronics (005930 KS) entering the auto business. This rumor has surfaced yesterday among local investors. But...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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