Anritsu (6754) - 5G Discussion in Japan Heating Up
5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in...
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Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...
184 Views
KDDI 's Slow and Steady Approach Is Delivering Rising Returns
KDDI (9433 JP) recently reported 2Q17/18 results ahead of NSR forecasts and in line with consensus expectations. Revenue was in line but...
175 Views
Has The Tata Juggernaut Resumed Rolling? – Part 1
Cyrus Mistry, the sixth chairman of the more than a century old Indian conglomerate, the Tata group, was ousted on October 24, 2016, in an...
266 Views
NTT DoCoMo: 2Q Results a Modest Beat with a Surprise Share Buyback
Travis Lundy discussed the new NTT Docomo (9437 JP) buyback in his recent note. We did not expect a buyback announcement so were surprised by the...
133 Views