KDDI (Buy) - New Mobility Offers Expand Consumer Service Offering
New offerings are a positive step as the consumer platform evolves and we expect more in mobility from KDDI and the industry over time. We have...
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Net Protections IPO Trading - Peers Have Moved Lower. Provides the Only Exposure to BNPL in Japan
Net Protections Holdings (NPH), a buy now pay later service provider, raised around US$570m in its Japan IPO. In this note, we will talk about the...
348 Views
NTT (Buy) - Q2 21 Results Reaction: Profit Beat with Good News in Fixed and Mobile
NTT followed up on its mid-term EPS guidance upgrade last week with a solid set of results driven by fixed-line growth and a return to mobile...
184 Views
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...
91 Views
Paytm IPO - Still Needs a Whole Lot of Hope to Justify Valuation. Index Might Hold It up Briefly
Paytm (PAYTM IN) plans to raise around US$2.5bn in its India IPO. The company is backed by Ant Fin (Alibaba Group (BABA US)), Softbank Group (9984...
162 Views