Rakuten's Entry to Telco Market Unlikely to Be Disruptive. Telco Visits Suggest Positive Outlook.
Immediately before the recent Rakuten (4755 JP) announcement that they were looking to enter the telecom market directly, Kirk Boodry met all the...
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Japan Telcos: Cabinet Office to Look at Spectrum Allocation
Recent news reports suggesting that Japan could move to an auction system for spectrum allocation appear overdone. They were driven by a Cabinet...
139 Views
Anritsu (6754) - 5G Discussion in Japan Heating Up
5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in...
158 Views
KDDI 's Slow and Steady Approach Is Delivering Rising Returns
KDDI (9433 JP) recently reported 2Q17/18 results ahead of NSR forecasts and in line with consensus expectations. Revenue was in line but...
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KDDI Produces OK 2Q; FVE Retained at JPY 3,700
KDDI’s second-quarter fiscal 2017 result (quarter-ending September 2017) was slightly below our estimates. The company reported 4% operating...
109 Views