ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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SoftBank Purchases Fortress Asset Management
SoftBank has announced that it has entered into a definitive merger agreement under which it will acquire Fortress Investment Group (FIG US) for...
162 Views
Japanese Names that Might Be Loved Too Much.....
We screened for names that are loved by the Street (BUY Recommendations are more than 75% of total) and have significantly outperformed TOPIX over...
166 Views
NTT/DoCoMo: Weakness at NTT Comes from Earlier DoCoMo Results
The 3Q17 results from NTT (Nippon Telegraph & Telephone) (9432 JP) were commented on earlier by Morningstar in NTT’s Third Quarter On Track...
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Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value
Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net...
146 Views