Toshiba Tilting To WDC - Third Anvil Drifting Away? But LNG...
Earlier this week there were a number of articles in the local and international press suggesting Toshiba Corp (6502 JP) was changing its tune, and...
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Sharp--Q1 Is First Lackluster Set of Results Since Hon Hai Takeover
After 11 months of incessant positive news flow, numerous earnings beats and guidance hikes since Hon Hai took its controlling stake in the...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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Sharp Said to Have Powerful Q1 Profit
Japan's financial daily, the Nikkei Shimbun, previewed Sharp's Q1 earnings today, saying that sales during the April to June (Q1 of fiscal 2017)...
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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...
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