21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...
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KDDI 's Slow and Steady Approach Is Delivering Rising Returns
KDDI (9433 JP) recently reported 2Q17/18 results ahead of NSR forecasts and in line with consensus expectations. Revenue was in line but...
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9984 JP (Softbank - Trailing Stop at 9750)
Preferred caseThe bullish pullback to an ascendant triangle with RSI pullback to key 50% zone.Remain bullish to 11,300 with trailing stop at...
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SoftBank (9984) - Second Thoughts on Sprint (S) Sale
Having looked to be a done deal a couple of days ago, suddenly the Sprint Corp (S US) / T Mobile US (TMUS US) deal is on the ropes. According to...
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