Softbank's Strong Domestic Cash Flow Allows Massive Buy Back
When Softbank Group Corp (Softbank) reported 3Q15 numbers recently, it was met with a yawn. Results and capital management policies at Nippon...
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Understanding Softbank's Buyback - A Possible Less Obvious Angle
Yesterday after the close, a few days after Softbank had announced its FY2016 Q3 earnings (report, data, xls, pres, webcast (1hr21)), the company...
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Japan Telcos: Regulatory Moves Will Not Hurt Financial Results
Recent visits in Japan confirmed our view that the competitive environment is benign while fears over regulatory changes have been overdone. It was...
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Concern over increased Japanese Telecom regulation is overdone. Industry can deliver Ebitda growth.
The cost of Telecoms has become an issue in Japan in recent weeks. We look at whether regulatory pressure will increase. The regulator has started...
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2015 Annual Nikkei 225 Rebalance
After the close today, the Nikkei newspaper revealed the results of the annual review of the various 'traditional' Nikkei indices/averages,...
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