Toshiba: Tilting Towards IPO, Farallon Pops Up, but Will NAND Supply Demand Have the Last Laugh?
News yesterday morning that Toshiba was considering stepping away from selling its memory business to Bain if Chinese antitrust approval is not...
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Japan Inventory Watch - Featured Stock: Macnica Fuji Electronics [3132 JP]
JAPAN INVENTORY WATCH - Our initial Inventory Watch will look at changes over the most recent eight quarters. A two-year perspective avoids 'noisy'...
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Last Week in Event SPACE: Celltrion, Toshiba, Healthscope, Orient Overseas, Samsung C&T
Last Week in Event SPACE ... Short interest inCelltrion Inc (068270 KS) may indicate a weightier story behind the FDA's inspection of its...
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Toshiba: Doth the Company Protest Too Much?
Toshiba is once again in the news noting that Chinese antitrust approval is still not forthcoming and reaffirming their commitment to complete...
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The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
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