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...
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Last Week in Event SPACE – Toshiba, AWE, Sharp, Nisshinbo, Toray
Last week, the mechanics of index inclusions on Toshiba Corp (6502 JP)’s ¥600bn placement and short-swing profit disgorgement liability; AWE Ltd...
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Samsung Electronics Valuation Study
MS first started it. Soon after, several local brokerages and its wall street buddy GS struck back. Yes, I am talking about Samsung Electronics Co...
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Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
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Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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