Softbank Corp: Guidance for Stability and A (Very Modest) Dividend Boost
Softbank Corp (9434 JP) FY19 financial results were mixed with a modest beat for revenue and operating income offset by a miss for net income. In...
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NTT DoCoMo: Q4 19 Results Support Japan Telcos as a Safe Haven
NTT DoCoMo posted Q4 and FY19 results that were ahead of its original guidance helped by Rakuten's delay in mobile entry but also a reduction in Q4...
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Japan Telecoms: Drilling Down on Free Cash Flow and Shareholder Returns
Japanese telcos have plenty of financial flexibility and political/social cover to maintain current policies on returns to shareholders. We expect...
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Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
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Nikkei225 Dividend Futures: The Easy Gains Have Been Made
Since our last Insight, the Nikkei225 2020 dividend futures crashed along with the Nikkei 225 (NKY INDEX) but then recovered sharply as...
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