Buy Jap Equities

BeHappyLo

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OMG………takeda pharma is planning an acquisition OR merger with shire pharma..???

i know takeda will be actively looking for M&A but i was not expecting this giant Irish pharma, which has a big presence in the US.
 

BeHappyLo

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OMG………my showa denko tanked so badly today!

got emdwer exclaimed that OLED tanked badly yesterday!

quickly googled to find out the reasons.

http://display.ofweek.com/2018-04/ART-8321307-8440-30216251.html

blame it on China 2025:-

1.OLED上游
由于技术门槛高,OLED上游产业供应权基本掌握在海外厂商手上,国内能实现规模量产的上游企业不多。在设备制造领域,日本厂商Canon Tokki和爱发科(Ulvac)在蒸镀等关键设备领域绝对领先,目前,国内还没有面向产业化的成套OLED生产设备制造厂商,关键设备以及整套设备的系统化技术等都掌握在日本、韩国和欧洲企业手中。
目前,OLED上游材料领域是日韩欧美的天下,主要掌握在日本出光兴产株式会社(以下简称“出光兴产”)、保土谷化学工业株式会社、美国UDC公司以及一些韩国公司的手中。日韩厂商主要生产小分子发光材料,欧美厂商主要生产专利壁垒较高的发光材料及一些高端的制程工艺材料,其中日韩厂商约占80%的市场份额。日本是重要的OLED面板材料供应国家,其中住友化学株式会社和昭和电工株式会社生产的聚合物为OLED制程工艺的基础材料,出光兴产和三井化学株式会社则主要生产小分子发光材料。
OLED材料占OLED屏体产品总成本的30%,而LCD产品中,材料占据总成本的70%。在克服OLED产品良率低下的问题后,OLED有足够的成本下降空间,使其成本低于液晶显示面板。
 

BeHappyLo

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Tokai Carbon <5301> and Nippon Carbon <5302>, also crashed like a ton of bricks..:eek:………………..China 2025 is a serious threat to the global economy.

If China 2025 succeeds, China will also buy less from ASEAN.
 

Layers

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bought into dip corp

Sent from Samsung SM-N950F using GAGT
 

BeHappyLo

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Accumulated Showa Denko @Yen 3600………..the market is freaked out over this ticker.
 

BeHappyLo

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Just bought more YEN so as to be ready to pick up good bargains in the Jap market.
 

BeHappyLo

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LONDON (Reuters) - U.S. hedge fund Tiger Global has built a stake worth more than $1 billion in Japan’s Softbank Group which it considers to be under-valued, a source with direct knowledge of the matter said on Wednesday.
 

Layers

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VzZou4Tl.jpg

up down up down unlike sg market haha

Sent from Samsung SM-N950F using GAGT
 

BeHappyLo

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Sold Unicharm @Yen 3636 and Shiseido @Yen 8890…………………..take money off table in higher frequency liao.
 
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