2022 JPX Nikkei 400 Rebal Update - Going the Right Way
JPX Nikkei 400 rebalance is going the right way in the 6 trading days so far, and it wasn't done on Day1 (which was lacklustre). It may be under...
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Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
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JDI: Starting to Make Progress in VR Applications - Potential as Long-Term Growth Driver
JDI is up 4% today as the company announced yesterday that it had successfully developed a high resolution 3.6 inch LCD panel for VR applications....
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JDI Visit: This FY Trending Poorly, Further Details on OLED Transition and JOLED
We visited Japan Display Inc (6740 JP) to get an update on business conditions and progress with restructuring. The stock had surged in October on...
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Japan Display--Priced for Demise; Set for Survival
Japan Display Inc. (JDI) is the largest supplier of LCD screens for Apple's iPhones, with roughly 35% market share, but because Apple's iPhone-8 is...
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