Oasis CIO Says Toshiba Has Great Semiconductor Business

The video discusses corporate governance challenges and improvements in Japan, highlighting the success of Nintendo's stock growth due to engagement. It also covers Panasonic's decision to go private and the ongoing price negotiations. Toshiba's restructuring efforts, including selling its semiconductor business and focusing on nuclear power, are examined as well.

What are some of the mistakes being made in corporate governance in Japan?

How has the market reacted to corporate governance improvements in Japan over the past two years?

What challenges does Toshiba face in its current state?

What potential does Toshiba's semiconductor business hold for the company's future?

What is the significance of the nuclear power business for Toshiba?