Softbank KK IPO: Recent Events Shaves Billions off the Valuation
Softbank Group (9984 JP) is expected to win listing approval for its Japanese mobile telecoms business (SoftBank KK) from the Tokyo Stock Exchange...
532 Views
TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts
In a devastating announcement on October 31st, NTT Docomo announced it will lower mobile phone fees by 20 - 40% beginning in the April-June quarter...
454 Views
Japan Fortnightly Update: Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
373 Views
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...
937 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...
468 Views