Japan Telcos: Rising Shareholder Returns
Japanese operators reported a third consecutive quarter of solid results in 3Q15. Mobile service revenue continues to grow with data helping to...
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Jumei - Joining the Rest of the Horses
Jumei International Holding Limited (NYSE: JMEI) has announced that its board of directors (the "Board") has received a non-binding proposal...
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Softbank's Strong Domestic Cash Flow Allows Massive Buy Back
When Softbank Group Corp (Softbank) reported 3Q15 numbers recently, it was met with a yawn. Results and capital management policies at Nippon...
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Understanding Softbank's Buyback - A Possible Less Obvious Angle
Yesterday after the close, a few days after Softbank had announced its FY2016 Q3 earnings (report, data, xls, pres, webcast (1hr21)), the company...
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Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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