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KDDI Corp (9433 JP)
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457
Analysis
Communication Services
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Japan
KDDI CORPORATION provides mobile communication services and sells mobile devices. The Company also is a broadband provider.
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bullish
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KDDI Corp
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02 Nov 2022 19:11
KDDI (Buy) - Q2 22 Results Reaction: Mixed Quarter as Power Costs Accelerate
KDDI results were mostly positive as solid revenue growth offsets a jump in power costs. Growth in corporate sales was particularly robust although...
Kirk Boodry
159 Views
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bearish
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Softbank Group
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09 Oct 2022 20:50
TOPIX October 2022 Rebal - Buy/Sell Baskets (May the Flow Be Ever In Your Favour)
This companion piece to the first October 2022 FFW Rebalance piece shows both large (>¥5bn) and small (¥1-5bn) intra-sector flows. Using the flows...
Travis Lundy
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406 Views
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bullish
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Thematic (Sector/Industry)
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04 Oct 2022 19:44
Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios
Public equity portfolios in our coverage represent 3% of total market cap, driven by capital alliances tied to business collaboration. We thought...
Kirk Boodry
264 Views
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bullish
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Thematic (Sector/Industry)
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03 Oct 2022 18:17
Japan Telecoms - There Are Hurdles to the Introduction of Mobile Spectrum Auctions
The regulator has taken up the issue of mobile spectrum auctions again but we think a focus on ICT export and concerns on competition stand in the way
Kirk Boodry
163 Views
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bullish
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Thematic (Sector/Industry)
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22 Sep 2022 16:20
Japan Telecoms - Agreement on Telecom Patent Fees Also Good for DoCoMo, KDDI
JP car makers have agreed to pay patent fees for mobile technology. That is good for equipment vendors but also DoCoMo, a global leader in network...
Kirk Boodry
245 Views
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