TOPIX Inclusion Trade Summary: Aug 2020
A monthly round-up of TSE Section Transfer (upwards) and future index inclusion-related events including the high-return Quiddity Post-IPO Strategy
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Kioxia IPO Initiation: Not Just a Flash in the Pan
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...
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Toshiba: Kioxia IPO Impact & Activist Positioning
Today, Kioxia (6600 JP) announced its IPO details (English here, Japanese page here) which includes an offering of both secondary and primary...
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Kioxia as a Business
Today (27 August, 2020) Kioxia announced its IPO plans. This company, the former Toshiba Memory, will be the focus of a lot of attention in the...
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Kioxia IPO – Overoptimistic NAND Market Projections and Concentration Risk
The long anticipated Kioxia IPO is finally here, potentially to provide some relief to Toshiba activists. We have long been sceptical of premium...
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