Feedback from NTT DoCoMo Presentation at Morningstar Conference
At Morningstar's Management Behind the Moat Conference, NTT Docomo Inc (9437 JP) provided further details on the company’s medium-term plan...
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Softbank KK IPO: Recent Events Shaves Billions off the Valuation
Softbank Group (9984 JP) is expected to win listing approval for its Japanese mobile telecoms business (SoftBank KK) from the Tokyo Stock Exchange...
540 Views
TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts
In a devastating announcement on October 31st, NTT Docomo announced it will lower mobile phone fees by 20 - 40% beginning in the April-June quarter...
466 Views
Japan Fortnightly Update: Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
381 Views
NTT Docomo - Buyback, PushMePullYou, and A Very Cheap NTT Stub
The ongoing saga of the NTT vs NTT Docomo Push-Me-Pull-You Virtuous Circle of Buybacks continues, but with a big twist. I am not sure Dr. Doolittle...
955 Views