Best Pure Play on OLED. Key Revenue Drivers to Rebase in 2017/2018.
Universal Display Corp (OLED US) (UDC) is the best pure play on the upcoming acceleration of the OLED mobile adoption cycle, which after many years...
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Japanese Names that Might Be Loved Too Much.....
We screened for names that are loved by the Street (BUY Recommendations are more than 75% of total) and have significantly outperformed TOPIX over...
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Strong Momentum of Image Sensors and PS4 Will Continue; Revising Sony FVE to JPY 4,000
Sony reported JPY 92.3 billion operating profit for the December quarter, which is 54.3% below the previous year’s number, and below our forecast...
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The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
730 Views
Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
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