A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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Last Week in Event SPACE: Sharp, Toshiba, Idemitsu, MKIF's Activism, APN, CJ Corp
Last Week in Event SPACE ... Nothing to cheer about as Sharp Corp (6753 JP)'s offering is canceled, but the C Pref conversion goes ahead A...
369 Views
3D NAND Oversupply Expected to Correct Itself By Year End?
3D NAND is the latest development in NAND flash after 2D NAND faced roadblocks from downsizing issues and current leakages. The transition to the...
119 Views
Toshiba: A Possible Route to Early TSE1/TOPIX Inclusion?
SIXTEEN months ago, I wrote about Toshiba Corp (6502 JP)'s highly likely demotion from TSE1 to TSE2 (which meant a large index exclusion event) to...
379 Views
Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO
Mercari: future growth path and potential M&A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent...
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