Japan Telecoms' Strong 1Q17 Results Confirm Rising Return Story Is Intact.
Japanese mobile operators posted solid results across the board for 1Q17, driven by ARPU stability and lower device sales. In aggregate, service...
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JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
821 Views
NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too
NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat...
316 Views
JPX-Nikkei 400 Periodic Review 2016: The INs and the OUTs
On Friday, Aug 5th after the close, JPX announced the changes to the JPX-Nikkei 400 index with an effective date of August 31st. That means they...
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