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...
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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...
274 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...
141 Views
The Week That Was in NorthAsia@Smartkarma: Chips, Cars, Revisions
This week in The Week That Was in NorthAsia@Smartkarma there were 50+ insights related to Japan and Korea outside hard events and IPOs/ECM which...
164 Views
Last Week in Event SPACE – Sushiro, NTT, Sprint, Alerian
This week, Sushiro Global (3563 JP) gets scaleable with Genki Sushi Co Ltd (9828 JP); the virtuous circle of NTT Docomo Inc (9437 JP)'s buybacks;...
280 Views