StubWorld - Set-Up & Unwind Extremes: Orion Holdings, AVIC
This week I briefly look at recent bifurcations in Orion Holdings Corp (001800 KS), Avic International Holdings Ltd (161 HK), amongst others.These...
221 Views
JDI to Announce Large Restructuring Plan, 1bn Credit Lines and Tianma May Invest
The Nikkei and Nikkan Kogyo made a couple of announcements regarding JDI this morning, the Nikkei reporting that JDI may book JPY150bn in...
192 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.3k Views
China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
318 Views
Universal Display Q4 Results - Investment Thesis Playing Out.
On Friday, company resoundingly beat 4Q16 consensus estimates with revenue and EPS beat of 9% and 31%, respectively. Following the earnings...
373 Views