Japan Mobile: Rule Changes for 5G Spectrum Sharing Should Enable a Further 3x Increase in Bandwidth
The Ministry of Industry Affairs and Communications (MIC, the regulator) will submit changes to the Radio Law next year that allow the use of...
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Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
328 Views
Yahoo Japan: Something Is Better Than Nothing?
When we last looked at Yahoo Japan (4689 JP), our main concern for the company was its long-term growth prospects or the lack of thereof. ZOZO Inc...
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Offsetting the Consumption Tax Hike: 430,000 Firms to Offer Government’s Cashless Rewards
With the consumption tax hike from 8% to 10% coming in at the beginning of next month, retailers are rushing to sign up for the government’s...
418 Views
Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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