Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
415 Views
Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
396 Views
JDI: Cost Cuts Much Better Than We Expected, Execution Risk Exists but 2H Should Be Very Strong
Japan Display (6740 JP) has had a rough time in the last year with plunging sales, worries about main customer Apple Inc (AAPL US) abandoning their...
484 Views
Japan Display--Q1 Beat Is Confirmation that FY18 Consensus Is Too Low
Japan Display Inc. (JDI) reported a Q1 operating loss of only -Y9.8bn, which was 26% lower than consensus estimates of a loss of -Y13.3bn and in...
480 Views
Japan Display (6740)--June Quarter Could Be Quite Strong Given Samsung's Weak OLED Sales
Japan Display Inc. (JDI) could see better than expected earnings when it reports its Q1 (June quarter) results on August 8th, as iPhone 8/8+ and...
362 Views