Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
138 Views
Vivendi: Coming IPO of Universal Music Group (UMG) Gives Best Exposure to Growth in Streaming Music
Vivendi SA (VIV FP) is the French conglomerate led by billionaire Vincent Bollore Bollore has been invested in Vivendi since 2012 and is...
485 Views
Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
289 Views
Japan Telco Review: On Track to Meet 2017/18 Guidance. Rising Shareholder Returns a Key Attraction.
Financial results for 1Q17 (for YE March 18) were largely in-line although mobile service revenue was flat and Ebitda down 3% as the sector lapped...
148 Views
Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
151 Views