Toshiba – Activist Expectations Are Starting to Make Us Antsy
While we believe upside remains, we are starting to turn more negative on Toshiba as activist expectations feel a little too aggressive while...
437 Views
JPX Nikkei 400 Index Rebalance: Big Turnover, Big Impact & A Market Consultation
There are 41 adds and 40 deletes for the JPX NK 400 Index. One-way turnover is high at 8.16% and will result in a trade of JPY 468bn. There will be...
662 Views
Toshiba Tec – Thinking About a Toshiba Tec for Fujitsu General Swap
With Fujitsu and Toshiba still having to address their listed subsidiaries we wonder whether it might make sense for Toshiba to acquire Fujitsu...
374 Views
Toshiba Results & Shareholder Return - Possibly Big Impact Buyback Coming
Toshiba Earnings mixed, Forecasts lackluster, the MTMP content is iffy, but a higher div is promising and ¥150bn "Return to Shareholders" is good,...
501 Views
CVC Suspending Its Bid Is Just That - The Cat Is Still Out Of the Bag
CVC has stepped on the brakes. That's stupid. Reputation- and business-wise. But the cat is out of the bag. Toshiba has categorically stated it is...
742 Views