Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
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Japan Telco Review: On Track to Meet 2017/18 Guidance. Rising Shareholder Returns a Key Attraction.
Financial results for 1Q17 (for YE March 18) were largely in-line although mobile service revenue was flat and Ebitda down 3% as the sector lapped...
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NTT (9432 JP): The Next BuyBack Is Here
In April I wrote NTT - One Market Buyback Complete. What Next? Expect Another. The reasoning for this has been the same for the past 18 months....
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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...
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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