Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
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Japan Telco Review: On Track to Meet 2017/18 Guidance. Rising Shareholder Returns a Key Attraction.
Financial results for 1Q17 (for YE March 18) were largely in-line although mobile service revenue was flat and Ebitda down 3% as the sector lapped...
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Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
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NTT (9432 JP): The Next BuyBack Is Here
In April I wrote NTT - One Market Buyback Complete. What Next? Expect Another. The reasoning for this has been the same for the past 18 months....
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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