𝛼SK or Searchbullish
Last Week In Event SPACE: ROHM, Kingboard/Laminates, TRE Holdings
148 Views21 Jun 2026 06:10
SUMMARY
- ROHM Co Ltd (6963 JP) at ¥5,050 with Kioxia Holdings (285A JP) at ¥96k means the rest of Rohm is worth ¥270bn. That seems really low.
- Kingboard (148 HK) will hold net cash at the parent level following its latest placement in 66.6%-held Kingboard Laminates (1888 HK).
- TRE Holdings (9247 JP) holds a special asset. It spent ¥5bn on Toshiba. That investment has risen 15-fold+ in value and on an after-tax basis, is likely worth 12-13x.
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