Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
197 Views
Tesla--Preparing for a Diabolically Bad Q1
Tesla's upcoming Q1 should see record losses due to sagging sales of the Model S and Model X, as well as continued losses from the new Model 3...
429 Views
Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
249 Views
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...
434 Views
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...
198 Views