Parade (4966 TT): Apple Supplier Leading the Parade
Improving asset turnover, earnings on an upcycle trend, and low debt levels relative to its sector Parade is the sole supplier of embedded display...
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JDI: 3Q Revenue Strong, Margins Weak -Â Did Non-IPhone X Sales Overshoot 36%?
JDI reported 3Q with revenue rising 3% QoQ but falling 30% YoY on account of Apple's partial switch to OLED panels and weak demand from China. OP...
235 Views
When Small-Cap Companies Refuse to Meet Investors: Watch Out
Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...
411 Views
Xiaomi IPO:Â Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPOÂ this...
508 Views
Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
219 Views