Lenovo's 2Q Result Beat Consensus and Our Forecasts; Will to Acquire 51% of Fujitsu's PC Business
No-moat Lenovo Group Ltd (992 HK)'s fiscal second-quarter (ended September) results surpassed consensus and our forecasts, with revenue up 4.7% and...
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Fuji Electric Placement - Large Deal Size, Small Overhang
Fujitsu Ltd (6702 JP) is selling 54m shares of Fuji Electric Co Ltd (6504 JP) in a secondary placement. Post-deal, Fujitsu will be left with only...
271 Views
Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ÂĄ2.8 trillion....
463 Views
Battle for Solekia - Deadlines Approach
With Golden Week over, interest should revert to the Fujitsu vs Beji Sasaki bid for Solekia. 12th May sees the deadline for the Sasaki bid for...
436 Views
Toshiba Cracks Widen as MUFG Gets Cold Feet on Credit Lines and Cumbrian Plant Delay Looms
Lender Solidarity FracturingThe Nikkei reported today that Mitsubishi UFJ Financial Group (8306 JP) internally downgraded Toshiba Corp (6502 JP)'s...
427 Views