PSA Technology: Tokyo Gets a Memory Stock Again – Kioxia Holdings (6600 JT)
Ahead of the Oct 6 listing of Kioxia Holdings, the flash memory manufacturing business that was Toshiba Memory, at an indicated price of ¥3,960 implying a market cap of ¥2.1tril, based on 539mil shares outstanding, Pelham Smithers discusses the company’s prospects and considers whether the offer is sensibly priced. He discusses growth prospects for the market and Kioxia’s position within it, and refreshes us about memory sizes.
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.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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