Japan Telcos: Regulatory Moves Will Not Hurt Financial Results
Recent visits in Japan confirmed our view that the competitive environment is benign while fears over regulatory changes have been overdone. It was...
212 Views
Concern over increased Japanese Telecom regulation is overdone. Industry can deliver Ebitda growth.
The cost of Telecoms has become an issue in Japan in recent weeks. We look at whether regulatory pressure will increase. The regulator has started...
254 Views
2015 Annual Nikkei 225 Rebalance
After the close today, the Nikkei newspaper revealed the results of the annual review of the various 'traditional' Nikkei indices/averages,...
636 Views
AUG 2015 JPX NIKKEI 400 - Rebalance Announced - How Much Tracks? What Are Flows?
On August 7th after the close, the Japan Exchange Group announced the results of its annual review of JPX Nikkei 400 Index Components, resulting in...
479 Views
Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)
Emotional Mr. Market seems to be offering investors a precious opportunity to accumulate “partial ownerships” in this high-quality business at...
500 Views