Last Week, in Event SPACE (1 July 2017)
In this note, we look at the farrago of issues encircling Toshiba Corp (6502 JP); the pointy end on Global Logistic Properties Ltd (GLP SP) at the...
212 Views
Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
186 Views
Toshiba On the Horns of a Delisting Dilemma
Toshiba is on the Horns of a Delisting DilemmaI discussed the possibility of significant delisting risk at some length in both Timeline for Toshiba...
432 Views
Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
478 Views
Toshiba Demotion from TSE1 to TSE2; TOPIX Exclusion Jul31 Close
On Friday, Toshiba Corp (6502 JP) officially applied for an extension to file its Annual Securities Report (yukashoken hokokusho (aka 'yuho' or...
428 Views