Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec
Sentiment for all things AI back on the rise, boosting glass fiber makers. A rebound for memory and Japanese SPE names. Kioxia may keep rising...
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Tesla (TSLA): Highlights from the 2Q18 Earnings Call - Chinese Banks to Fund Gigafactory 3
Tesla's 2Q earnings conference call was devoid of the dramatic tension that characterized the company's 1Q earnings call, with management reverting...
732 Views
Tesla (TSLA): A Few Thoughts on the China Plant Announcement
Tesla's announcement of its 500k unit production facilities in Shanghai did not come as a surprise to us. In fact, the China factory has been...
596 Views
Hirata Corp--Why This Falling Knife May Yield a Long-Term Rewards
Hirata Corp, the automotive and flat-panel display (FPD) production line manufacturer, has seen its stock price decline by -42% year-to-date as...
666 Views
JDI: Report of Full Switch to OLED by Apple in 2019 Hits Suppliers, JDI Down 16%
Reports from South Korea's Electronic Times that Apple would be switching to OLED for all of its 2019 models has pummelled LCD supply chain names,...
239 Views