The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research
JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
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Rakuten's Buyback Ammo Exhausted, Goes for Yutai
As described in the series of insights linked on the right, Rakuten Inc (4755 JP) has bought back a significant number of shares and it has not led...
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While Numbers Are Disappointing, Solid Growth of Fintech Business Enhances Rakuten's Network Effect
Rakuten’s operating income for the September quarter was JPY 51.5 billion, which exceeded our preliminary forecast of JPY 28 billion. However, we...
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