NTT DoCoMo: Q4 19 Results Support Japan Telcos as a Safe Haven
NTT DoCoMo posted Q4 and FY19 results that were ahead of its original guidance helped by Rakuten's delay in mobile entry but also a reduction in Q4...
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Japan Telecoms: Drilling Down on Free Cash Flow and Shareholder Returns
Japanese telcos have plenty of financial flexibility and political/social cover to maintain current policies on returns to shareholders. We expect...
329 Views
“Leaving Rakuten” Becomes a Trend
In mid-March, Rakuten Inc (4755 JP) went ahead and introduced free delivery on purchases of just ¥3,980 or more, but only for vendors willing to...
438 Views
Rakuten: Facilities-Based Network Launch on First Day of Virus Lock-Down Includes Data Bundle Boost
Rakuten launched its facilities-based network yesterday on schedule and added an increase to the off-network data bundle from 2GB to 5GB/month. The...
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JAPAN Retail & Covid-19: FMCG Gain Amid Nationwide Retail Pain
Japan is suffering as much as anywhere from the current coronavirus crisis. At least until March, the biggest issue was the country’s huge reliance...
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