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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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Rakuten
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22 Apr 2021 15:12
Rakuten Group - IPhone Adoption Boosts Consumer Offering Now that Funding Is Secured
Rakuten has secured the iPhone for its mobile service which removes a key differentiating factor although the largest one, coverage, will take...
Kirk Boodry
331 Views
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bullish
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NTT (Nippon Telegraph & Telephone)
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21 Apr 2021 16:11
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...
Travis Lundy
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281 Views
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bearish
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Thematic (Sector/Industry)
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11 Mar 2021 11:40
🇯🇵 JAPAN • Greensill, Gaming Payables & The Seven Samurai of Supply Chain Finance
As part of the fallout from Greensill Capital's collapse, much has been made of the risks involved in supply chain finance and the accounting...
Campbell Gunn
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239 Views
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bearish
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NTT (Nippon Telegraph & Telephone)
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08 Mar 2021 19:33
NTT - Illegally Entertaining Your Regulator Is a Bad Look
NTT management has been called out for illegally entertaining regulatory officials. There is probably little direct consequence but it is a bad look
Kirk Boodry
239 Views
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bullish
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Thematic (Sector/Industry)
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03 Mar 2021 19:35
Tip of the Iceberg: Omnichannel 50% of Japan Retail in 2025
We have compiled a unique ranking of the top 50 E-commerce retailers in Japan and provide an analysis of winners and losers among retailers now and...
Michael Causton
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253 Views
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