Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness
A bit over a year ago in early February 2019, Softbank Group (9984 JP) CEO Masayoshi Son went on a rant during the FYQ3 results announcement,...
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Japan Telecoms: Drilling Down on Free Cash Flow and Shareholder Returns
Japanese telcos have plenty of financial flexibility and political/social cover to maintain current policies on returns to shareholders. We expect...
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NTT To Raise Money Through Asset Sales, Invest, and Buy Back More Stock
The Nikkei carried an article (Japanese only) last night which effectively "confirmed" what NTT (Nippon Telegraph & Telephone) (9432 JP) CEO...
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Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
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