SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
1.3k Views
NTT Corp - Now Our Preferred Japanese Telco.
Chris Hoare sees potential for capex and opex to decline in NTT's (Nippon Telegraph & Telephone) (9432 JP) core regional telco business. With...
536 Views
Oisix: King of the Meal Kit Boom, up 74%, and Plenty of Growth to Come
It’s not easy selling food online, and the pickiness of Japanese consumers makes it doubly difficult. Now, by adapting the growing meal-kit...
511 Views
Rakuten (4755 JP) Mobile: Can It Succeed? A Study, Plus Insights from SoftBank's (9984 JP) EMobile
In this second part of our series about Rakuten's (4755 JP) plans for its MNO (mobile network operator) service, we explore Rakuten's MVNO (mobile...
642 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
473 Views