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...
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Softbank: Reduced Yield Competitiveness, End of Passive Buying and Softbank Group's Hunger for Cash
We are once again turning negative on Softbank Corp (9434 JP) as the stock price is now 18% above the ¥1,200 level which we mentioned looked cheap,...
734 Views
Okinawa Cellular (9436 JP): Warm Tropical Breezes with KDDI
As the colder winter weather is felt and the icy blast of industry tariff cuts continues to chill sentiment, we seek some respite (at least...
794 Views
SoftBank Corp (9434 JP) & Arteria Networks (4423 JP): A Tale of Two IPOs
During the second half of December 2018, Japan saw two telecom companies list on the Tokyo Stock Exchange: Softbank Corp (9434 JP) and ARTERIA...
852 Views
Last Week in Event SPACE: Familymart, Takeda, Harbin Electric, Motherson, Young Poong, NTT
Last Week in Event SPACE ... Bad banker analysis as Familymart Uny Holdings (8028 JP)'s tender for Don Quijote Holdings (7532 JP) doesn't even get...
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