Softbank Corp IPO Review - Yield Ensured Demand May Not Guarantee Performance
Softbank Corp (9434 JP) announced today that it will move forward with its IPO at a fixed price of JPY1,500 per share. Since our previous insight,...
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Softbank Corp: Government Backed Conversion of Producer Surplus to Consumer Surplus Will Hurt Profit
Bloomberg reported earlier this morning that Softbank Corp (9434 JP)'s mega IPO had met its retail target of about ¥2trn and at a level around the...
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Lions and Tigers and Politicians, Oh My! Update on Japan Telecoms’ Fee Changes and Potential Risks
Comments from politicians may be more bark than bite, but clearly the recent remarks on Japanese mobile phone bills being excessive are, and need...
420 Views
Mixi (2121 JP) - When You've Got a Golden Goose...
The market has assumed that Mixi not only can't replicate the success of Monster Strike but will continue to waste the proceeds trying. That no...
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NTT (9432 JP) Stub: The Catalyst Has Come, Close the Trade
In my original insight on November 4, 2018 TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts, I proposed setting up a stub trade to...
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