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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Sumitomo Chemical (4005 JP) - Back to Trend Support
PREFERRED CASEBullish above 575, super cycle trend support since 2012 and key fractal First target 682, that in tuns surpassed confirms a bigger...
134 Views
Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
458 Views
Int'l Compass: Japan Is Breaking Out; Energy Stocks Are Bottoming; Norway Is Emerging as Leadership
Japan’s breakout adds to an attractive global trendJapan’s base breakout, Europe’s rebound at the 200-day, and EM’s advance to all-time highs –...
398 Views
Fine Vs Commodity Chemicals – Are MMA Markets Sustainable?
Nissan Chemical Industries (4021 JP) presented at a conference in Tokyo this week, where part of its message was probably that the recent...
283 Views