Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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Sony (6758) Up to #2 in US Box Office 2018 YTD
Along with some real good movies, like Jumanji, Sony Pictures has made some highly questionable ones in FY17. In the past, it would be punished for...
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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...
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Spotify Direct Public Listing (Part 2): Earnings Forecast & Assumptions
In this report, we provide our initial earnings forecasts and assumptions of Spotify Technology SA (SPOT US). We expect the company's revenue to...
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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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