TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
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Japanese Telcos Show Resilient Revenue And Focus on Shareholder Returns
Lots has been written on this site about the Japanese telecom market recently. The view at New Street Research has been and remains positive on the...
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Rakuten: Update on the Mobile Business Generally Positive
Rakuten Inc (4755 JP) hosted a call with CTO Tareq Amin to update analysts and investors on recent progress. The company says cell site acquisition...
543 Views
Last Week in Event SPACE: NTT/Docomo, Dena, Nexon, Harbin Electric, Advanced Disposal, DSV
Last Week in Event SPACE ... While the NTT Docomo Inc (9437 JP) buyback appears to have the possibility of a greater market impact for longer,...
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🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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