KDDI Q4 18 Results/Guidance: Positive Report in Light of DoCoMo Weakness and Rakuten Market Entry
KDDI Corp (9433 JP) posted Q4 18 results and guidance for FY19 that are largely positive. It has unveiled new pricing plans that look similar to...
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Asia M&A: April 2019 Roundup
For the month of April, 10 new deals were discussed on Smartkarma with an overall announced deal size of ~US$46bn. Clicking on the company name in...
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DoCoMo: Key Takeaways from the Analyst Meeting
Behind DoCoMo's major headlines from the FY18 results on Friday, there were a few more items to be gleaned from the analyst meeting. Importantly,...
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ZOZO's Competitors: A Review of Japanese Online Malls Selling Fashion
As reported in a separate Insight today, fashion is already the largest single category online, but it also a sector that is developing...
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NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
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