5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
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Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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Toshiba: King Street Assumptions Look Exceedingly Optimistic
Last evening hedge fund King Street addressed Toshiba Corp (6502 JP) in a letter urging quicker implementation of the company's buyback together...
607 Views
Fukuoka Financial Group (8354 JP): Southern Comfort
It has taken some 30 months of waiting, two postponements, the threat of a ‘cease and desist order’ (which would have been the first such order...
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Japanese Equities - Separating the Crypto Theme from Bitcoin Froth and the Blockchain Opportunity
The decision by Seoul to put a bill before its parliament banning Bitcoin trading while at the same time investigating exchanges for tax evasion...
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