Toshiba – Possibility of a Kioxia-Western Digital Deal
As Kioxia nears either an IPO or a merger with WDC we believe there is moderate short-term upside for Toshiba though an all share deal by WDC could...
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WDC: An HDD or an SSD Company?
WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...
302 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
269 Views
OBIC Business Consultants Placement - Large Deal Needs a Large Correction - Remains in Transition
A group of OBIC Business Consultant’s (4733 JP, OBC) shareholders plan to raise around US$447m (JPY48bn) by selling 12.87% of the company.
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Toshiba – Steady Progress
Toshiba posted reasonable 1Q results and the upcoming Kioxia IPO should generate some excitement but we feel prospects for a privatisation are low.
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