Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
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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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The Saga of Squeezalicious: The Endgame Is Nigh?
The Saga of Squeezalicious started over a year ago in these pages. Sharp Corp (6753 JP)'s return to the TSE was effectively promised 14 months ago...
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Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
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Japan Display--IPhone X Weakness May Be a Godsend
There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has...
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