Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
139 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...
492 Views
The Week That Was in NorthAsia@Smartkarma: Bain, Vitalik Buterin, & Suh Kyung-Bae
Japan SK Hynix Inc (000660 KS) has been flying high recently. Pelham Smithers Associates writes about Toshiba Finalizing Chip Sale to Bain Group -...
197 Views
Toshiba Preferred Bidder Deal Structure Means WDC Could Swap with Hynix if Legal Challenge Succeeds
Toshiba Corp (6502 JP) is moving forward with negotiations with its preferred bidding partners, comprised of the INCJ (JPY300bn), DBJ (JPY300bn),...
218 Views
The Week That Was in NorthAsia@Smartkarma: Rights Offering, Kosmetics, Gaming & Samsung
As usual, we weren't short of interesting Japan/Korea stories last week. Hyundai Heavy Group issued a massive right offering, and also Toshiba-WD...
186 Views