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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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Which Names Are the Japanese Brokers More Bullish / Bearish On....
We isolated the Japanese brokers to see if there was a significant difference between the Japanese broker outlook and Foreign outlook. We compared...
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The Saga of Squeezalicious: The Endgame Is Nigh?
The Saga of Squeezalicious started over a year ago in these pages. Sharp Corp (6753 JP)'s return to the TSE was effectively promised 14 months ago...
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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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