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
NTT To Raise Money Through Asset Sales, Invest, and Buy Back More Stock
The Nikkei carried an article (Japanese only) last night which effectively "confirmed" what NTT (Nippon Telegraph & Telephone) (9432 JP) CEO...
489 Views
Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
361 Views
Coupang - Outstanding 2019 Results
Coupang, the largest e-commerce player in Korea, had outstanding results in 2019, which were released today. Its sales have also been exploding...
488 Views
Market Goes Short Industrials; Covers Consumer Discretionary and Consumer Staples Names
The short notional in the market for the data released 14 April is US$34.07bn (up by US$78mm excluding FX movements and ETFs) with the largest...
415 Views