Z & LINE: Softbank Strikes Again in Digital Zaibatsu Battle for Hegemony
The upcoming integration of LINE Corp (3938 JP) with Z Holdings (4689 JP) at the end of the year follows Z Holding’s acquisition of a 50.1% stake...
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Japan Mobile: Rule Changes for 5G Spectrum Sharing Should Enable a Further 3x Increase in Bandwidth
The Ministry of Industry Affairs and Communications (MIC, the regulator) will submit changes to the Radio Law next year that allow the use of...
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2019 TOPIX FFW Rebalance
Yesterday after the close the TSE announced its Free Float Weight changes for companies listed on the TSE which have a fiscal year ending in the...
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Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
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