JDI: What Is a Restructuring Likely to Look Like?
On the 21st Kyodo News reported that Japan Display Inc (6740 JP) was considering restructuring its domestic operations with a focus on its...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Toshiba Memory Deal Changing Shape But Likely a Temporary Stalemate
The INCJ-led deal for Toshiba Memory which Toshiba Corp (6502 JP) wanted to announce by the 29th of June to be able to take it to their shareholder...
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Sector Capsule: Refrigeration Appliances in Japan
Headlines Refrigeration appliances sees 5% volume growth in 2016 to reach 4.2 million units. Demand for refrigeration appliances rebounds following...
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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...
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