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NTT Docomo Inc (9437 JP)
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360
Analysis
Communication Services
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Japan
NTT DOCOMO, INC. provides various types of telecommunication services including cellular phones, satellite mobile communication, and wireless LAN Network. The Company also sells cellular phones, and other equipment.
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bullish
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NTT Docomo Inc
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29 Oct 2020 17:56
NTT DoCoMo Q2 20 Results: Last Public Report Ends on a Relative High Note
DoCoMo results were ahead of expectations in its last report as a public company. That's good for NTT and there is a positive read across to...
Kirk Boodry
298 Views
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bullish
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Thematic (Sector/Industry)
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21 Oct 2020 21:17
Japan Telecom Sector: Regulator Policy Changes Address Tactics Not Price
The regulatory is expected to announce policy updates that address how users change to cheaper priced options. Churn could rise but service bundles...
Kirk Boodry
186 Views
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bearish
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NTT (Nippon Telegraph & Telephone)
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19 Oct 2020 21:18
NTT Buyout of Docomo - Shoring up a Weak Stub?
We have been perpetually negative on the NTT (9432 JP) stub and its recent announcement to buy out its remaining stake in NTT Docomo Inc (9437 JP)...
Rickin Thakrar
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275 Views
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bearish
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Thematic (Sector/Industry)
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13 Oct 2020 20:12
Japan Telecom Sector: Softbank Moves First on Pricing
Softbank's response to regulatory pressure should be enough if sector follows suit. NTT is most exposed after announcing a premium bid for DoCoMo
Kirk Boodry
257 Views
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bullish
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NTT Docomo Inc
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13 Oct 2020 15:56
NTT Docomo: The Three Arbs and the Great Re-Allocation Trade
Really big deals create really big arb opportunities. The details are worth looking at. They also create really big "exhaust". Here that means...
Travis Lundy
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764 Views
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