Toshiba Update - Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
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The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
482 Views
Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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Which Sectors Look Cheap and Which Are Probably Overvalued....
We compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much....
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Diverging Credit Quality to Worsen at Mega Banks Vs. Peer Banks?
The mega banks in Japan are seeing non-performing loans (NPLs) rising from foreign offices, not from domestic operations. The impact is a divergent...
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