Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
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SHARP: Delay, Lower Bid, a 4th Column
The saga of Sharp continues its ups and downs.Since Sharp sent out an extended "maybe contingent liabilities" which far exceeded what had been...
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SHARP: Updates Suggest Banks Take a Small Hit
The multi-month runup to Sharp's decision February 25th to approve its effective takeover by long-time suitor and major Apple Inc supplier Hon Hai...
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Sharp: Interpretation Risk
Sharp now trades with Interpretation Risk. Two months ago, Hon Hai quite clearly tossed its hat into the ring as a potential savior of Sharp. As...
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Sharp: Coming Around One More Time - Mind the Dorsal Fin Fonze!
THE BACKGROUNDSharp management has not covered itself in glory. It has spent trillions of yen building technology which is growing obsolete, spent...
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