NTT/DoCoMo: Weakness at NTT Comes from Earlier DoCoMo Results
The 3Q17 results from NTT (Nippon Telegraph & Telephone) (9432 JP) were commented on earlier by Morningstar in NTT’s Third Quarter On Track...
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KDDI 3Q17 Results Mostly Positive and Support Our BUY Call. Japanese Telcos Offer Reasonable Value.
Our friends at Morningstar have already produced a note on the recent 3Q17 results from KDDI (9433 JP) . We see the results as being in line with...
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KDDI Produces Solid Third Quarter; Fair Value Estimate Retained at JPY 3,700
KDDI’s third-quarter fiscal 2016 result (quarter ended December 2016) was mildly ahead of our estimates, putting the firm on track to comfortably...
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ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
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ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
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