NTT (Buy) - Q2 21 Results Reaction: Profit Beat with Good News in Fixed and Mobile
NTT followed up on its mid-term EPS guidance upgrade last week with a solid set of results driven by fixed-line growth and a return to mobile...
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Softbank Corp (Buy) - Q2 21 Results Reaction: Consumer Mobile Weakness Accelerates
Q2 results were mixed with revenue in line but operating profit weaker despite Yahoo Japan upside. Internet exposure helps but mobile pricing...
95 Views
Paytm IPO - Still Needs a Whole Lot of Hope to Justify Valuation. Index Might Hold It up Briefly
Paytm (PAYTM IN) plans to raise around US$2.5bn in its India IPO. The company is backed by Ant Fin (Alibaba Group (BABA US)), Softbank Group (9984...
167 Views
KDDI (Buy) - Q2 21 Results Reaction: Mobile Declines Outpace New Growth Drivers
Q2 results were mixed with accelerating erosion in consumer mobile outpacing growth from VAS and corporate sales. But management appears confident...
90 Views
Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
306 Views