NTT DoCoMo 3Q17/18 Results Were Solid. No Comment (Yet) On Rakuten Entry
NTT Docomo (9437 JP) posted 3Q results ahead of NSR and consensus forecasts, underscoring comments made in December that it was on track to beat...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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Rakuten's Balance Sheet and Incremental Costs Limit Funding Flexibility as It Plans Mobile Entry
Rakuten (4755 JP) announced in mid December that it would look to enter the Japan mobile industry and would apply for spectrum in the current FY17...
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NTT Docomo ¥97bn - Will They Spend It? The Data
After I published NTT Docomo Tender Offer Complete; ¥97bn Left To Spend, an astute reader asked about the history of NTT Docomo buybacks and...
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