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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Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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Axiata: Value to Be Unlocked as Bidders Crowd Around Its Valuable Parts
The proposed merger between Axiata Group (AXIATA MK) and Telenor has been called off, four months after it was officially proposed. During the...
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Japan Telcos: Softbank Ends the Contract Regime but Other Retention Factors Play a Role
Softbank Corp. will end two-year contracts for mobile customers later this month. This follows regulatory action that requires mobile operators to...
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