Japan Telcos: Rising Shareholder Returns
Japanese operators reported a third consecutive quarter of solid results in 3Q15. Mobile service revenue continues to grow with data helping to...
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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...
234 Views
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...
420 Views
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...
215 Views
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...
263 Views