Japanese Telcos: What to Look for in 2019. Earnings May Surprise on the Upside.
The Japanese telecom market was more volatile in 2018 than anticipated. However, Chris Hoare remains broadly positive on the sector for 2019. While...
593 Views
NTT Buybacks Will Roll On
There is an extensive history of writing on the NTT (Nippon Telegraph & Telephone) (9432 JP) family (and indeed Japan telecom sector) buybacks...
750 Views
Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
315 Views
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...
462 Views
Hokuhoku Financial Group (8377 JP): Hands Across the Water
Hokuhoku Financial Group (8377 JP), or HHFG for short, is the holding company for two regional banks that have no geographical connection...
336 Views