NTT Stub Vs MktCap Near 10yr Lows, Stub Earnings Vs Total Near 10yr High
Last week Chris Hoare at New Street Research wrote about NTT (Nippon Telegraph & Telephone) (9432 JP) in NTT Corp - Now Our Preferred Japanese...
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SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
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NTT Corp - Now Our Preferred Japanese Telco.
Chris Hoare sees potential for capex and opex to decline in NTT's (Nippon Telegraph & Telephone) (9432 JP) core regional telco business. With...
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Philippines Telcos: Waiting for a Third Operator, or Not.
While the Philippine telecom market continues to show solid growth, investor focus remains on the risk of a third entrant. On that front,...
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Rakuten (4755 JP) Mobile: Can It Succeed? A Study, Plus Insights from SoftBank's (9984 JP) EMobile
In this second part of our series about Rakuten's (4755 JP) plans for its MNO (mobile network operator) service, we explore Rakuten's MVNO (mobile...
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