Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Japan Telecom Sector: FY21 Will Be Tougher and More Competitive but Returns Can Still Rise
FY21 will be a tough year for mobile with 5% service revenue erosion but new services provide some offset and returns to shareholders can still...
260 Views
Softbank Corp - Accounting for The Accounting Is Complicated
Softbank Corporation is more expensive than it appears when one uses traditional telco metrics such as EV/EBITDA or EV/OP multiples. It's all in...
424 Views
Asia Shorts: Meituan, Kuaishou, Zhongsheng, Toshiba, Monex, Orix, Samsung, HMC, China Steel, Innolux
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
381 Views
Rakuten Group - IPhone Adoption Boosts Consumer Offering Now that Funding Is Secured
Rakuten has secured the iPhone for its mobile service which removes a key differentiating factor although the largest one, coverage, will take...
338 Views