NTT Buybacks Will Roll On
There is an extensive history of writing on the NTT (Nippon Telegraph & Telephone) (9432 JP) family (and indeed Japan telecom sector) buybacks...
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Softbank Corp: When Does It Become a Buy?
Although we were bearish on the IPO initially and turned increasingly so following the relatively poor reception among retailers that was discussed...
845 Views
SoftBank Group (9984 JP): SoftBank Corp IPO Has Failed to Meaningfully Narrow the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular expectation was that the Softbank Corp (9434 JP) IPO should...
825 Views
Japan Telcos: Generally Positive After Recent Meetings in Tokyo.
We recently met NTT Docomo (9437 JP) NTT (Nippon Telegraph & Telephone) (9432 JP), KDDI (9433 JP), and Rakuten (4755 JP) in Tokyo. Softbank...
540 Views
Softbank Corp IPO - Trading Strategies
Bloomberg reported Softbank Corp (9434 JP)'s international bookbuild was 2 - 3x covered while retail offering was at almost 2x. There were other...
727 Views