Softbank Corp: Key Takeaways from Q4 Include Yahoo Japan Deal and Confidence on Mobile Pricing
There is a lot to unpack from Softbank Corp.'s Q4 18 result announcement including a change in where Yahoo Japan sits within Softbank Group,...
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DoCoMo: Key Takeaways from the Analyst Meeting
Behind DoCoMo's major headlines from the FY18 results on Friday, there were a few more items to be gleaned from the analyst meeting. Importantly,...
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Aeon: Where’s the Digital Strategy?
In 2017, Aeon (8267 JP) said it would spend ¥500 billion on logistics and digital infrastructure to grow online sales to ¥1 trillion by 2020.Two...
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NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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