Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Equity Bottom-Up

<p>My piece on <a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391">Sharp Corp</a> last week titled <a href="https://www.smartkarma.com/insights/a-tragicomedy-of-errors-dealing-with-sharp-sharpish" target="_blank" data-smartkarma-citation="insights:2212">A Tragicomedy of Errors - Dealing with Sharp Sharpish</a> pointed out that the major players (The Banks, The INCJ/JDI, METI, The Employees, Samsung, Hon Hai, and others) would all likely rather see existing minority shareholders thrown under the bus than see their interests further maligned. The piece discussed the relatively dire situation facing Sharp. I pointed out that effectively ALL the remaining debt was in the form of loans due within the year…</p>

My piece on Sharp Corp last week titled A Tragicomedy of Errors - Dealing with Sharp Sharpish pointed out that the major players (The Banks, The INCJ/JDI, METI, The Employees, Samsung, Hon Hai, and others) would all likely rather see existing minority shareholders thrown under the bus than see their interests further maligned. The piece discussed the relatively dire situation facing Sharp. I pointed out that effectively ALL the remaining debt was in the form of loans due within the year…

Lost in Translation - A 500bn Yen Deal for Sharp?

Japan

Seiko Epson Corporation manufactures communications equipment, electronic devices, and precision products.  The Company's products include printers, scanners, Liquid Crystal Projectors, semiconductors, quartz devices, and watches.

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Seiko Epson (6724 JP)

Lost in Translation - A 500bn Yen Deal for Sharp?

My piece on Sharp Corp last week titled A Tragicomedy of Errors - Dealing with Sharp Sharpish pointed out that the major players (The Banks, The...

Travis Lundy

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