JDI: 5% OPM for FY03/20 Coming into View
After digesting the various announcements made by JDI through its disclosures and conference call yesterday, we have increasing conviction about...
338 Views
JDI: NHK Reports JPY50bn 3rd Party Allotment
After previous suggestions that JDI would raise between JPY50-100bn in capital from various funds it appears that the final amount has gravitated...
243 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
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
382 Views
Last Week in Event SPACE - CJ Cheiljedang, Japan Display, Westfield, Nissan
Last week, CJ Cheiljedang Corp (097950 KS) unloads its healthcare ops to Korea Kolmar Co Ltd (161890 KS) et al in Korea's largest M&A YTD; the...
430 Views