The Week That Was in ASEAN@Smartkarma - Link Net, KBANK, and Grab's Delay
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
153 Views
Softbank Corp - Accounting for The Accounting Is Complicated
Softbank Corporation is more expensive than it appears when one uses traditional telco metrics such as EV/EBITDA or EV/OP multiples. It's all in...
397 Views
Z Holdings Begins LINE Leverage
Z Holding's is beginning to lay out its plans for exploiting LINE's potential. ZHD/LINE has massive reach which will help it tackle previous weak...
281 Views
NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
272 Views
Gamechanger: Rakuten’s Win-Win Alliance with Japan Post
Japan Post's investment in Rakuten is a genuinely seismic shift in the balance of power in digital ecosystems in Japan, bolstering Rakuten where it...
348 Views