Japan & Korea @Smartkarma:Â Autos, Toshiba, NTT, JDI, North Korean DĂ©tente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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JOLED Printed OLED Technology Moving Towards Commercialisation; Sony & Panasonic to Invest
Kyodo news reported that Sony Corp (6758 JP) and Panasonic Corp (6752 JP) would invest JPY5-10bn each in JOLED as the firm begins selling 21.6 inch...
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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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