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...
299 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...
500 Views
GS Yuasa (6674 JP) - Bosch Pulls Out of Solid State Battery Development
After a lot of hand-wringing and soul searching, Bosch has decided not to build its own battery cells. Previously, Bosch had considered entering...
384 Views
Solid Fundamentals Will Absorb the Stagnation of Tesla Model 3; Retain Panasonic FVE of JPY 1,950
We are impressed with Panasonic Corp (6752 JP) for raising its operating income guidance to JPY 350 billion from JPY 335 billion for fiscal 2018...
316 Views
Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
229 Views