SoftBank (9984 JP) Mobile Sub-Brands Provide a Case Study for Rakuten (4755 JP) Mobile
“History doesn’t repeat itself, but it rhymes.” Often (incorrectly) attributed to Mark Twain, this aphorism encourages us to riff on past business...
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Altaba's Big Yahoo Japan Selldown
Today after the close, Altaba Inc (AABA US) announced a secondary offering of 750mm shares of Yahoo Japan (4689 JP) at ¥353-360 yen, a very slight...
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Japan Telcos: A Closer Look at 1QFY18/19 Results. Pressure on Pricing Is Real but Ineffective
On reflection, 1QFY18/19 (will use FY18 going forward) was a good quarter in Japan with NTT Docomo (9437 JP) leading the way with a 2ppt increase...
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Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
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Smartkarma's Week that Was in JP/KR: September Seasonality Suggests Securing Shares Selectively
Markets fell throughout the week as KOSPI declined 1.78%, in line with MSCI World's 1.74% drop but Topix underperformed, declining 2.94%. Tech and...
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