Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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Japan Short Interest - Another Jump Across Sectors
The short notional in the market for the week ended 20 September is US$32.63bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
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Japan Telcos: Softbank Ends the Contract Regime but Other Retention Factors Play a Role
Softbank Corp. will end two-year contracts for mobile customers later this month. This follows regulatory action that requires mobile operators to...
421 Views
Rakuten Q2 19: Mixed Results and A "Small-Scale" Mobile Launch; Good News for Incumbent Mobile
More downside than positives in Rakuten’s Q2 announcement as core financial results moderated whilst the upcoming facilities-based mobile launch is...
466 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
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