Softbank & Kioxia "Replacement Trades" Iffy. Buy NTT Vs Docomo Instead
Friday saw the announcement of a large offering by Softbank Group (9984 JP) of Softbank Corp (9434 JP) shares. The dynamics of the offering itself...
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Kioxia IPO Initiation: Not Just a Flash in the Pan
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...
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Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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Toshiba: Kioxia IPO Impact & Activist Positioning
Today, Kioxia (6600 JP) announced its IPO details (English here, Japanese page here) which includes an offering of both secondary and primary...
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Kioxia as a Business
Today (27 August, 2020) Kioxia announced its IPO plans. This company, the former Toshiba Memory, will be the focus of a lot of attention in the...
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