Toshiba: King Street's Valuation Analysis Is... Punchy?
Part 2 of comments on King Street's deck Toshiba | Unlocking Value of October 3rd. Part 1 was in Toshiba: King Street's Buyback Proposals Lack...
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Toshiba: A Possible Route to Early TSE1/TOPIX Inclusion?
SIXTEEN months ago, I wrote about Toshiba Corp (6502 JP)'s highly likely demotion from TSE1 to TSE2 (which meant a large index exclusion event) to...
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New Clarity on Toshiba's "Return of Capital to Shareholders"
Today, Toshiba Corp (6502 JP)announced it had completed the sale of Toshiba Memory Corp to K.K. Pangea and others, while confirming the exact...
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Modelling Out Toshiba's "Return of Capital to Shareholders"
When Toshiba Corp (6502 JP) decided to sell parts of, then all of its Toshiba Memory Corporation division a year ago, then spent the better part of...
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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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