Sprint's Preferred Partner Is A Cable Company
Sprint is mulling a number of options with a number of parties, but the No.4 US wireless carrier’s ideal partneris a cable company, a senior Sprint...
145 Views
Market Is Ignoring Naspers' Investment Track Record. Discount to Underlying Value Is Unjustified
Over the last year, either the market has implicitly marked down the value of Naspers (NPN SJ) unlisted e-commerce assets by $18bn, OR the implied...
305 Views
Upgrade SoftBank's FVE to JPY 11,900 on Flying Alibaba
We upgrade our Softbank Group Corp (9984 JP) fair value estimate to JPY 11,900 per share from JPY 11,000 per share on the back of our upgrade in...
151 Views
KDDI Forecasts Maintained as the Push into IoT Continues
KDDI (9433 JP) recently announced 1Q18 results that were ahead of expectations as mobile service revenue returned to growth and...
119 Views
Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)
Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil...
222 Views