Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
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Toshiba On the Horns of a Delisting Dilemma
Toshiba is on the Horns of a Delisting DilemmaI discussed the possibility of significant delisting risk at some length in both Timeline for Toshiba...
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Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
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Toshiba Demotion from TSE1 to TSE2; TOPIX Exclusion Jul31 Close
On Friday, Toshiba Corp (6502 JP) officially applied for an extension to file its Annual Securities Report (yukashoken hokokusho (aka 'yuho' or...
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Toshiba, Hynix and SK Restructuring
Nikkei Asian Review today published an interesting article about Toshiba deal involving SK Hynix. Nikkei's arguments in this particular article are...
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