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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Capcom Pro Tour 2018 Launched This Weekend in Atlanta
The 2018 Capcom Pro Tour launched this weekend at the Final Round 2018 show in Atlanta. At the time of writing we are down to the last 8, with...
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Sony's Next Deal - The Rest of EMI? I'd Bet On It
A Bloomberg article published late Friday (Monday version linked here) noted that Abu Dhabi-based Mubadala Investment Co (a government-owned...
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Sony (6758 JP) - Spotify Stake Adds Another US$1.14bil to Sum of the Parts
While there was no surprise in the announcement that music streaming site Spotify is to go public – the firm has been taking a series of measures...
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