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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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bullish
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NTT (Nippon Telegraph & Telephone)
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19 Sep 2016 08:40
NTT: Thoughts About Further Buybacks
The previous Insight on NTT (9432 JP) approximately 6 weeks ago after Q1 earnings discussed the beat in expectations based on an acceleration of...
Travis Lundy
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266 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 19:39
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
Travis Lundy
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241 Views
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bearish
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Macroeconomics
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13 Sep 2016 15:09
Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
Naomi Fink
246 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 13:45
Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
Pelham Smithers Associates
232 Views
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bullish
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Thematic (Sector/Industry)
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27 Aug 2016 12:55
Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
New Street Research
858 Views
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