SoftBank (9984) - Second Thoughts on Sprint (S) Sale
Having looked to be a done deal a couple of days ago, suddenly the Sprint Corp (S US) / T Mobile US (TMUS US) deal is on the ropes. According to...
237 Views
NTT DoCoMo: 2Q Results a Modest Beat with a Surprise Share Buyback
Travis Lundy discussed the new NTT Docomo (9437 JP) buyback in his recent note. We did not expect a buyback announcement so were surprised by the...
136 Views
NTT Docomo (9437) Buyback - A Virtuous Hula Hoop Gathers No Moss
NTT Docomo Inc (9437 JP) has been having something of a lackluster period in that it has missed consensus revenue expectations three of the last...
211 Views
SoftBank (9984) - Doubling Up on the VC Bet?
The suggestion that Softbank (9984 JP) is planning a second, larger, investment fund may well answer the question of what Son plans to do once...
174 Views
Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?
With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a...
237 Views