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...
476 Views
Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
139 Views
Amazon Fresh Forces Catch-Up Scramble in Online Food Retailing in Japan
Amazon Fresh is now a year old in Japan, and to mark its anniversary Amazon (AMZN US) added new links to recipe apps and continues to expand its...
177 Views
NTT Buyback Program Done - Can Now Buy ¥250bn from Govt
Once again it was big, bold, and impactful. And now it is over.Today after the close NTT (Nippon Telegraph & Telephone) (9432 JP)announced that...
156 Views
Softbank's Pivot from Telecoms Gains Momentum
The recently released Softbank (9984 JP) 4Q 17/18 results were largely in line with expectations, with the highlight being a meaningful improvement...
143 Views