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,...
287 Views
Yasunaga/Hirata/SMM:Â Up 14, 10 and 7%%Â - EV Battery Names Surging for Various Reasons
We have discussed Yasunaga Corp (7271 JP) a couple of times, noting that the company has been highly conservative with its earnings guidance in the...
328 Views
Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High
The NHK reported today that Toyota Motor Corp (7203 JP), Denso Corp (6902 JP) and Mazda Motor Corp (7261 JP) would form an EV joint venture. Denso...
385 Views
Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19%Â since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
579 Views
Hirata Corp:Â Gearing into EV Mass Production and OLED IPhone
Please note this deal has a small tranche for institutional investors, however, given the interest from investors, we conducted a conference call...
465 Views