NTT - One Market Buyback Complete. What Next? Expect Another.
NTT (Nippon Telegraph & Telephone) (9432 JP) yesterday announced its on-market buyback of 33 million shares (1.62%) or up to ¥150bn (12 Dec...
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KDDi (9433) - Are Slowdown Fears Overblown?
Trading on a PER of 13x, FY16 EV/OP of 9x and a dividend yield of almost 3%, it is hard to find fault with KDDi (9433) as an investment, yet the...
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Japan Telcos: Focus Remains on Cash Flow and Dividends. Competition Is Relatively Benign.
We have previously written individually about Japanese 3Q17 telecoms results. In total, they were largely as expected. Competitive intensity in the...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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