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KDDI Corp (9433 JP)
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454
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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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bearish
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Thematic (Sector/Industry)
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16 Nov 2016 10:53
What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
New Street Research
198 Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2016 09:59
What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
CM Research
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174 Views
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bullish
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Thematic (Sector/Industry)
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17 Oct 2016 09:05
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
Paul M. Kitney, PhD
300 Views
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bullish
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Thematic (Sector/Industry)
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28 Sep 2016 09:34
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
Paul M. Kitney, PhD
315 Views
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bullish
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Thematic (Sector/Industry)
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21 Sep 2016 09:03
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
Paul M. Kitney, PhD
362 Views
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