Squeezalicious I - Beware the Ides of SHARP - 20yr High EV/TTM and OP
Sharp Corp (6753 JP)'s recent rally has taken the stock to near 4-year highs. The stock price is now more than 4x and its total diluted market...
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Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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Sharp Announces JPY100bn OLED Investment. Return to TSE1 in Sight
Sharp Corp (6753 JP) appears to be accelerating its bid to supply OLED panels to Apple Inc (AAPL US) , increasing its spending plans from JPY57.4bn...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Samsung's Dominance in Apple's OLED Supply Chain May Last Longer - Who Deserves Our Attention?
We all know one of the hottest things in the global tech market is small-sized OLED panels (or we can refer to as mobile OLED panels). Yes, Apple...
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