Kioxia IPO – Overoptimistic NAND Market Projections and Concentration Risk
The long anticipated Kioxia IPO is finally here, potentially to provide some relief to Toshiba activists. We have long been sceptical of premium...
411 Views
Kioxia IPO - The Flow Dynamics
Kioxia (6600 JP) - formerly known as Toshiba Memory Corp - is the owner/operator of a group of facilities in Japan, most notably the Yokkaichi...
697 Views
Asia Short Interest Weekly: Zhongsheng, Alibaba, AIA, HSBC, Toshiba, Toyota, Samsung, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
225 Views
Last Week in Event SPACE: Nichii Gakkan, Car Inc, Mcdonalds, Lynas, Casetek, Unicom, Evergrande
Last Week in Event SPACE ... At Nichii Gakkan Co (9792 JP) forthcoming EGM, investors will get squeezed out; but most of the ugliness about...
341 Views
Toshiba TOPIX Inclusion - Jack Be Nimble, Jack Be Quick...
There's a reason for this. But first, a look backwards.In late November 2019, the Nikkei said that the TSE was likely to change the rules on TSE...
1k Views