Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
529 Views
Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
367 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
361 Views
Toshiba: Capital Brightens Outlook Significantly, Opens Possibility of Repairing WDC Relationship
We agree with Travis Lundy regarding the shift in risks to the upside following Toshiba Corp (6502 JP)'s recent capital raise. His insight, Toshiba...
358 Views
Mecaro IPO Part 2 - Valuation Study
This Tuesday (Nov 21) we have another major IPO bookbuilding. Mecaro Co Ltd (241770 KS), one of SK Hynix Inc (000660 KS)'s prime suppliers, will...
340 Views