Macquarie: Why We Have an Outperform Rating on Toshiba

The transcript discusses Toshiba's financial challenges, particularly in its nuclear division, Westinghouse. It explores potential solutions like selling a minority stake in its chip business to cover losses. The conversation also touches on the evolution of Japanese conglomerates, highlighting the need for companies to focus on core strengths. The discussion suggests that Toshiba, like other firms, should streamline its operations to remain competitive.

What are the key factors that Toshiba needs to consider to maintain its going concern capability?

What were the implications of the nuclear renaissance talk for Toshiba's nuclear division?

How might selling off the chip business impact Toshiba's financial situation?

What challenges does Toshiba face in extricating itself from its current business model?

In what ways have Japanese conglomerates like Toshiba adapted their business strategies over the years?