Rakuten (Neutral) - Q2 21 Results Reaction: Roaming Costs Have Become a Big Deal
Rakuten posted solid eCommerce/Fintech results but these are overshadowed by mobile operating losses. The good news is peak losses should fall in...
317 Views
NTT Buybacks Continue - Bigger, Better, Faster, Stronger
NTT Announces good earnings and a big buyback. Buybacks are normal but this buyback is the new normal, delivering NTT Docomo's earnings to NTT...
384 Views
Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
228 Views
KDDI (Buy): Q1 21 Results – Weak Consumer Offset by Solid Corporate Sales
Q1 21 results were mixed with lower revenue but a profit beat. Weakness in retail mobile is more than offset by revenue in other areas including...
331 Views
NTT (Buy) - Olympic Promotions Almost Over; Meanwhile We Have Updated Numbers
Despite being a top-tier sponsor, management will not attend the Olympic opening ceremonies but an Olympics-based ad campaign may still run....
190 Views