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Toshiba – Tendering Now Recommended
Toshiba announced today that its board had shifted stance on JIP’s upcoming tender and would recommend shareholders tender. An offer price increase...
Mio Kato
71 Views
Toshiba – Earnings Preview 4QFY23
We believe Toshiba guidance could be meaningfully lower than consensus estimates project. Given concerning signs for NAND we believe weak guidance...
Mio Kato
385 Views
Toshiba – Kioxia Could Be A Break Risk
We believe Kioxia’s results present a significant risk to financing for JIP’s Toshiba bid and that it is not inconceivable for Kioxia to require...
Mio Kato
374 Views
Activision Blizzard – An Unsightly Mess
While the reasoning for the CMA blocking the MSFT-ATVI merger looks suspect we are not convinced that it is the wrong move... not even for Microsoft.
Mio Kato
283 Views
Toshiba – HDD Business Risk
Recent trends raise concerns about the viability of the HDD business and without a strong recovery in demand the possibility of a YoY deterioration...
Mio Kato
476 Views