SoftBank Group (9984 JP): SoftBank Corp IPO Has Failed to Meaningfully Narrow the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular expectation was that the Softbank Corp (9434 JP) IPO should...
1.1k Views
Japan Display: Squeezing Up 36% As Chinese Investment Could Solve Balance Sheet Troubles
As we mentioned in a comment in Japan Display: Cost Structure Improvement Is Good but Shipment Delay and IPhone XR Cloud Outlook the NHK reported...
774 Views
Resignation of JIC Board Sends Renesas Down 4%, JDI Down 11%
After a public battle between METI and the JIC board members hailing from the private sector, JIC CEO Masaaki Tanaka and eight other executives...
665 Views
Japan Display: Cost Structure Improvement Is Good but Shipment Delay and IPhone XR Cloud Outlook
Japan Display (6740 JP) reported 2Q yesterday with revenue significantly undershooting the company's guidance due to shipment delays. This had been...
510 Views
Japan Display: Weak Sales of IPhone XS/XS Max Position XR Play JDI as Key Buy Into Year End
Japan Display (6740 JP) had bottomed in the middle of the year and been rising (+60% from the mid year low till 30 Aug) on the back of building...
619 Views