Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.

Toshiba (6502): Westinghouse, Toshiba Memory, the HDD Business / Toshiba Memory Spinoff

China Can't Bid for Toshiba, so Invests in Its Own 3D NAND – Big Time

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>Last week, <a href="https://www.smartkarma.com/entities/7797" target="_blank" data-smartkarma-citation="entities:7797:1">Hitachi (6501 JP)</a> announced that it received a request for arbitration from <a href="https://www.smartkarma.com/entities/13613" target="_blank" data-smartkarma-citation="entities:13613:1">Mitsubishi Heavy Industries (7011 JP)</a> [MHI] with regards to a transfer price adjustment related to boiler construction projects in South Africa. In the arbitration claim, MHI is claiming ZAR 90,779 million (US$6.88 billion) from Hitachi. The very matter-of-fact way that Hitachi has dealt with this request - there's a posting to the company website available at <a href="http://www.hitachi.com/New/cnews/month/2017/08/f_170822a.pdf" target="_blank">http://www.hitachi.com/New/cnews/month/2017/08/f_1</a>…</p>

Last week, Hitachi (6501 JP) announced that it received a request for arbitration from Mitsubishi Heavy Industries (7011 JP) [MHI] with regards to a transfer price adjustment related to boiler construction projects in South Africa. In the arbitration claim, MHI is claiming ZAR 90,779 million (US$6.88 billion) from Hitachi. The very matter-of-fact way that Hitachi has dealt with this request - there's a posting to the company website available at http://www.hitachi.com/New/cnews/month/2017/08/f_1…

Hitachi (6501) - MHI Requests US$7 Billion Arbitration Claim as Chancellor Scandal Is Revived

Hitachi Ltd

Hitachi (6501) - MHI Requests US$7 Billion Arbitration Claim as Chancellor Scandal Is Revived