Nuflare Is a Done Deal; Here Comes the Aftermath
Very late last night Tokyo time (22:45), Toshiba Machine (6104 JP) released an announcement (hyperlink here, url in Appendix) that the company's...
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2020 High Conviction: EUV Mask Blanks, Glass Substrates for HDDs Drive Next Phase of Growth for Hoya
We have been covering Hoya for close to a year and the company’s share price has rallied 71% over the last 12-months to JPY10,450 a share from...
702 Views
Nuflare – Toshiba Synergies Unclear but There Is a Toshiba Machine Complication for Hoya
We spoke to Toshiba today to try and ascertain the ways in which they could collaborate and generate synergies with Nuflare, and also to understand...
983 Views
Toshiba Clearly Demonstrates Parent-Sub Governance Conflict of Interest Problem
The background is that as part of a partial restructuring of its listed subsidiaries hinted at in October and Toshiba Corp (6502 JP) is currently...
900 Views
Nuflare – The Hoya Perspective
We spoke with Hoya this morning to understand their view on long-term industry conditions, better understand the synergies they see available and...
658 Views