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NTT Docomo Inc (9437 JP)
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361
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 (Nippon Telegraph & Telephone)
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27 Nov 2018 11:54
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...
Curtis Lehnert
468 Views
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bearish
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ARTERIA Networks Corp
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26 Nov 2018 16:38
The "Hidden" Japanese Telecom IPO in Dec18: ARTERIA Networks
It may seem hidden in the shadow of the Softbank Corp (9434 JP) IPO, but there is another player in the Japanese telecom sector coming to the...
Nathan Ramler, CFA
786 Views
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bearish
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Softbank Group
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26 Nov 2018 07:15
SoftBank Group (9984 JP): Don't Hold Your Breath on SoftBank Corp IPO Closing the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular narrative seems to be that the upcoming Softbank Corp (9434...
Arun George
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499 Views
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bullish
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Softbank Corp
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22 Nov 2018 09:55
Softbank KK IPO: Interesting at the Lower End of the Range (¥1,400-¥1,600)
Softbank's (9984 JP) massive IPO for Softbank Corp (9434 JP) (SB KK) is now "live" as they look to raise $20bn+ with an EV of over $90bn. Much has...
New Street Research
949 Views
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bullish
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Thematic (Sector/Industry)
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18 Nov 2018 19:05
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
Travis Lundy
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381 Views
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