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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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Thematic (Sector/Industry)
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18 Sep 2018 03:36
Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
Travis Lundy
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380 Views
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bullish
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Rakuten
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11 Sep 2018 11:23
SoftBank (9984 JP) Mobile Sub-Brands Provide a Case Study for Rakuten (4755 JP) Mobile
“History doesn’t repeat itself, but it rhymes.” Often (incorrectly) attributed to Mark Twain, this aphorism encourages us to riff on past business...
Nathan Ramler, CFA
360 Views
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bullish
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KDDI Corp
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10 Sep 2018 17:06
Japan Telcos: A Closer Look at 1QFY18/19 Results. Pressure on Pricing Is Real but Ineffective
On reflection, 1QFY18/19 (will use FY18 going forward) was a good quarter in Japan with NTT Docomo (9437 JP) leading the way with a 2ppt increase...
New Street Research
288 Views
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bearish
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Thematic (Sector/Industry)
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10 Sep 2018 16:13
Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
Pelham Smithers Associates
272 Views
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bullish
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Thematic (Sector/Industry)
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09 Sep 2018 18:58
Smartkarma's Week that Was in JP/KR: September Seasonality Suggests Securing Shares Selectively
Markets fell throughout the week as KOSPI declined 1.78%, in line with MSCI World's 1.74% drop but Topix underperformed, declining 2.94%. Tech and...
Mio Kato
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303 Views
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