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...
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Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
440 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...
356 Views
Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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Musings: Governance and the Vulnerabilities of the Japanese Management Style
With Kobe Steel Ltd (5406 JP) contributing to a recent string of scandals across corporate Japan that has included Nissan Motor Co Ltd (7201 JP),...
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