JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
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Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
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🇯🇵 JAPAN • Results & Revisions 12th August - PPI, Toshiba, McDonald's, ENEOS
•BEST & WORST 11th AUGUST • The 'best' of Tuesday's large-cap announcements came from Taiko Pharmaceutical (4574 JP), the worst from railway...
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NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
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Western Digital Revenues Rise on SSD Growth
Western Digital (WDC) announced fourth-quarter and fiscal year earnings on August 5. Of $4.3 billion in quarterly revenues, more than half...
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