NTT Docomo - Buyback, PushMePullYou, and A Very Cheap NTT Stub
The ongoing saga of the NTT vs NTT Docomo Push-Me-Pull-You Virtuous Circle of Buybacks continues, but with a big twist. I am not sure Dr. Doolittle...
961 Views
NTT DoCoMo Shocks with Price Cuts. The Last 'good" Telecom Market Succumbs to Government Pressure
Japan has been one of the few "good" telecom markets globally in the past couple of years, with a relatively light regulatory touch and an...
479 Views
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...
395 Views
SoftBank KK IPO Preview: Paying Dividends at a Full Price
Softbank Group (9984 JP) is seeking a valuation of about $90 billion for its Japanese mobile telecoms business (SoftBank KK) in an IPO, according...
1k Views
Smartkarma’s Week that Was in JP/ KR: NTT/Urban, Korean Rights, Japanese Retail Evolution, Alpine
Markets across the globe felt weaker, with China leading the way lower. That feeling of weakness was slightly deceptive as the S&P500 actually...
341 Views