Hirata Corp Placement: Huge Two-Year Runup Due to OLED & EVs; Partial Family Exit
Hirata Corp (6258 JP) and its shareholders are selling US$160m of shares. Hirata Corp is a Kumamoto-based Japanese production engineering...
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Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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Japan Display--Priced for Demise; Set for Survival
Japan Display Inc. (JDI) is the largest supplier of LCD screens for Apple's iPhones, with roughly 35% market share, but because Apple's iPhone-8 is...
586 Views
Japan Display Backtracks on OLED Reticence, Guides for 1QFY03/18 Loss on OLED Investment
JDI announced FY03/17 results in line with its revised guidance issued on 1 May. There weren't any real surprises there but 1Q guidance was for a...
326 Views
Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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