Japan Display--Strong Orders from Apple & Chinese Customers for Full-Active Displays
We recently met with Japan Display Inc. (JDI) and were won over by the company's high hopes for an earnings recovery in FY3/19. While other...
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JDI Offering Trading Considerations
NHK reported Friday morning March 30th that Japan Display Inc (6740 JP) might raise up to ¥50bn through a share sale. The company offered...
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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...
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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...
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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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