Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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SK Hynix System IC - Official Regulatory Filing Summary & Implications
SK Hynix Inc (000660 KS)'s board officially approved its foundry business divestiture (through physical division) yesterday. They made a regulatory...
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What Phison/Partner Said About Toshiba Memory Sales?
What did Phison say about Toshiba memory business sales?Economic Daily News reports CEO/Chairman of Phison Electronics Corp (8299 TT) Mr. KS Peng's...
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We Examine the Value Of "New" Toshiba as Bain Enters the Picture and WDC Scuffle Threatens Financing
Bain, Sharp and WDC PostureThe chip business sale process continues to evolve as reports throughout the week have discussed the INCJ raising cash...
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Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ¥2.8 trillion....
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