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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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Thematic (Sector/Industry)
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27 Aug 2016 12:55
Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
New Street Research
867 Views
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bullish
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KDDI Corp
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25 Aug 2016 11:01
Japan Telecoms' Strong 1Q17 Results Confirm Rising Return Story Is Intact.
Japanese mobile operators posted solid results across the board for 1Q17, driven by ARPU stability and lower device sales. In aggregate, service...
New Street Research
184 Views
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bullish
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Thematic (Sector/Industry)
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20 Aug 2016 01:02
JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
Travis Lundy
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330 Views
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bullish
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Thematic (Sector/Industry)
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15 Aug 2016 10:43
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
New Street Research
821 Views
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bullish
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NTT (Nippon Telegraph & Telephone)
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08 Aug 2016 01:06
NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too
NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat...
Travis Lundy
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316 Views
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