Softbank Corp (Buy) - Q2 21 Results Reaction: Consumer Mobile Weakness Accelerates
Q2 results were mixed with revenue in line but operating profit weaker despite Yahoo Japan upside. Internet exposure helps but mobile pricing...
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KDDI (Buy) - Q2 21 Results Reaction: Mobile Declines Outpace New Growth Drivers
Q2 results were mixed with accelerating erosion in consumer mobile outpacing growth from VAS and corporate sales. But management appears confident...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
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PHC Holdings IPO Trading - Needs to Start Acting like One Company to Move Higher
PHC Holdings and its shareholders raised around US$645m, via selling a mix of primary and secondary shares in its Japan IPO. In this note, we will...
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Japan Post – Post Office Business Delivers a Perfect Setup
As Japan Post Holdings’ government sell-down to the magic 33.4% mark gets underway, we begin our analysis by examining the actual post office and...
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