With Earnings About to Start, Names that Have Recently Revised or Have Analysts Still Confused....
Earnings will start in earnest in the next couple of weeks and so we thought we would take a look at 1- companies that have recently revised...
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Japan Telcos: Rakuten Is Allocated 4G Spectrum (1.7GHZ). Now the Hard Work Begins
After some delay, the Japanese telecom regulator (Ministry of Industry Affairs and Communications) announced its 4G spectrum allocation last...
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All Eyes on Rakuten's Plans as Japanese Telcos Remain Sidelined by Investors
Share prices for Japanese telcos have settled at lower levels since Rakuten's (4755 JP) spectrum announcement. This weakness has come despite...
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Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
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PC Depot – A Mini Masterclass in Crisis Management
As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil,...
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