NTT DoCoMo: 2Q Results a Modest Beat with a Surprise Share Buyback
Travis Lundy discussed the new NTT Docomo (9437 JP) buyback in his recent note. We did not expect a buyback announcement so were surprised by the...
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NTT Docomo (9437) Buyback - A Virtuous Hula Hoop Gathers No Moss
NTT Docomo Inc (9437 JP) has been having something of a lackluster period in that it has missed consensus revenue expectations three of the last...
209 Views
The Week That Was in NorthAsia@Smartkarma: Asatsu, IQOS, JDI, & Subaru
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Asatsu DK took the world by stormThis is arguably the most...
170 Views
Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
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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...
144 Views