Japan Telco Results Summarized. Generally Positive Ahead of Softbank KK IPO
This is a quick summary of Japanese results that were released while I was on leave. Overall, the story of rising returns remains in place. The...
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Consumption Trends in Japan: Rising Incomes Boosting Retailers but a Lot Going Into Savings Too
Much has been made of gradually rising wages in Japan, and this is indeed good news after 20 years of stagnation and negative growth. But while...
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JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
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Highest Dividend Yields in Japan....
We screened for the highest dividend yield names in Japan. At the top of the list is Nissan Motor Co Ltd (7201 JP) with a 5.5% dividend yield....
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Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
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