Nexon... When Saving Money Is Not in Investor Interests, Only Management's
The Japanese stock market is replete with companies that never quite deliver on their potential. Some seem to just miss the target time after time,...
440 Views
M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
842 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
346 Views
NTT - One Market Buyback Complete. What Next? Expect Another.
NTT (Nippon Telegraph & Telephone) (9432 JP) yesterday announced its on-market buyback of 33 million shares (1.62%) or up to ¥150bn (12 Dec...
240 Views
Japan Telcos: Focus Remains on Cash Flow and Dividends. Competition Is Relatively Benign.
We have previously written individually about Japanese 3Q17 telecoms results. In total, they were largely as expected. Competitive intensity in the...
196 Views