Toshiba: Will Chinese Approval Arrive Without Onerous Conditions or Is an IPO on the Cards?
The Nikkei is reporting today about concerns regarding the delay of approval of the purchase of Toshiba Memory Corp by the Bain consortium....
178 Views
BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
108 Views
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
193 Views
Despite Improved Balance Sheet, Toshiba Will Not Change Its Plan to Sell NAND Flash Memory Business
The key takeaways from Toshiba Corp (6502 JP)'s December quarter earnings briefing were as follows: 1) The NAND flash memory business is regarded...
143 Views
Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
294 Views