Japan Display (6740)--Turnaround on IPhone 9 Looking Good
Japan Display Inc. (JDI) appears to be ahead of schedule for achieving its highest level of profits in FY3/19 since its IPO in 2014. With Q1 OP...
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The Apple Exodus and Declining FAANG Sentiment
Despite surpassing $1Tr in market cap, ownership of Apple Inc (AAPL US) among global equity managers has never looked so bleak. The percentage of...
433 Views
Xiaomi Inc. – Honest Pricing Contributes to Declining Margins. We Remain on the Sidelines.
“Amazing Products, honest pricing” is a great tag line for selling to wary consumers and creating an emotional attachment to Xiaomi Corp's (1810...
591 Views
Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
464 Views
COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
474 Views