Intel To Micron- So Long & Thanks For All The Memories!
On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has...
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LNG's Stealth Recovery Could Save Toshiba, Propel Chiyoda to New Heights
The established narrative regarding LNG is that there is a glut, and this view is supported by renegotiations of long-term contracts downwards. In...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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Revising Toshiba's FVE to JPY 400; Delisting Risk From TSE Has Dimmed After Capital Raising
We are raising our fair value estimate for Toshiba Corp (6502 JP) to JPY 400 per share from JPY 270 as we revise our earnings models to reflect all...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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