Japan Morning Connection: SPE Set for a Serous Pullback After ASML Order Outlook
SPE faces pullback after ASML's poor order outlook, impacting EUV-related plays including. Expect rotation towards domestic defensive, particularly...
146 Views
Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
233 Views
Shibaura Mechatronics (6590) Secondary Offering & Buyback
Shibaura Mechatronics (one of the coolest company names out there) sees a Secondary Offer where original uncle Toshiba sells out. Supply/demand...
610 Views
Toshiba Restructuring Coming - Toshiba Tec Is STILL the Right Horse.
In my last insight, Toshiba Buyback Ending: The Next Catalyst Is Restructuring I pointed out that about a quarter (23.6% to be exact) of all...
587 Views
Toshiba Selldown of Shibaura Mechatronics (6590)
Toshiba Corp (6502 JP) has been involved with what is now a very small cap company, Shibaura Mechatronics Corp (6590 JP) for almost 80 years since...
292 Views