USEN/U-Next - THINKING About Things (Which Go Bumpity Bumpity?)
The previous Insight took a brief look at the USEN TOB Situation - Mechanics & Possibilities with regard to U-Next Co Ltd (9418 JP) 's Tender...
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USEN TOB Situation - Mechanics & Possibilities
The morning after the TOB by a subsidiary of U-Next Co Ltd (9418 JP) was announced, USEN Corp (4842 JP) soared 15% to just below the Tender Offer...
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U-SEN TOB by U-NEXT - Cash Deal with Scrip Squeezeout
Today after the close, Japanese company Usen Corp (4842 JP), well known as an operation piping music into people's apartments for the last few...
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Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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