Nikkei 225 Replacement of Toshiba - A Closer Look
About a week and a half ago, just after the TSE announced the demotion of Toshiba Corp (6502 JP) from the TSE's first section effective August 1st,...
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Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
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Ricoh Exits Cameras…Bigger Problems to Consider
Might we be saying goodbye to the Pentax camera? While the brand is set to live on in the medical equipment arena under the ownership of Hoya (7741...
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Seagate CEO Bullish on HDDs – Consider the Source, but Still Interesting
We attended a presentation by Seagate's (STX US) CEO Stephen Luczo on April 5th. The presentation was sponsored by Nidec (6594 JP) at its new...
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Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
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