Rakuten's Entry to Telco Market Unlikely to Be Disruptive. Telco Visits Suggest Positive Outlook.
Immediately before the recent Rakuten (4755 JP) announcement that they were looking to enter the telecom market directly, Kirk Boodry met all the...
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The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research
JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
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Rakuten's Buyback Ammo Exhausted, Goes for Yutai
As described in the series of insights linked on the right, Rakuten Inc (4755 JP) has bought back a significant number of shares and it has not led...
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