Independent Insight Provider, Japanese equities, LightStream Research

Scott Foster

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Permanent resident of Japan.

Independent Insight Provider, Japanese equities

Toshiba – Some Thoughts on the Bain Article

Toshiba – Market Reaction to Proposal Solicitation News Is a Great Short Opportunity

First News of Toshiba "Studying a Privatisation Plan"

Toshiba – The New CEO And The Company Culture

Gravity Works As WeWork Doesn't; Now Plan B

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Toshiba possesses technologies of vital importance to Japan's economic competitiveness and national security: nuclear power, quantum cryptography and discrete semiconductors.</li>
<li>Any changes in ownership or management that would undermine or leak these technologies would probably not be tolerated.</li>
<li>LightStream's Mio Kato writes that <em>Toshiba itself is attractive but the drama surrounding it is decidedly looking bad for business.</em> He remains negative on the stock.</li>
</ul>


Toshiba possesses technologies of vital importance to Japan's economic competitiveness and national security: nuclear power, quantum cryptography and discrete semiconductors.
Any changes in ownership or management that would undermine or leak these technologies would probably not be tolerated.
LightStream's Mio Kato writes that Toshiba itself is attractive but the drama surrounding it is decidedly looking bad for business. He remains negative on the stock.


Toshiba (6502 JP): National Security Overrides the Interests of Speculators

Toshiba Corp

Toshiba (6502 JP): National Security Overrides the Interests of Speculators