Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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NTT/DoCoMo: Weakness at NTT Comes from Earlier DoCoMo Results
The 3Q17 results from NTT (Nippon Telegraph & Telephone) (9432 JP) were commented on earlier by Morningstar in NTT’s Third Quarter On Track...
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KDDI 3Q17 Results Mostly Positive and Support Our BUY Call. Japanese Telcos Offer Reasonable Value.
Our friends at Morningstar have already produced a note on the recent 3Q17 results from KDDI (9433 JP) . We see the results as being in line with...
166 Views
KDDI Produces Solid Third Quarter; Fair Value Estimate Retained at JPY 3,700
KDDI’s third-quarter fiscal 2016 result (quarter ended December 2016) was mildly ahead of our estimates, putting the firm on track to comfortably...
140 Views