Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
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SoftAltabaYahooBank: Artful Complication with Clarity
Yesterday morning saw announcements from Yahoo Japan Corp (4689 JP) and Softbank Group Corp (9984 JP) which provided more clarity to the Artful...
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CyberAgent (Part II): Medium-Term Prospects Are Priced In; Positive Long-Term Outlook
This is the part two of our two-part initiating coverage report on Cyberagent Inc (4751 JP). In the part one of our report, CyberAgent: Hot...
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Altaba and Yahoo Japan - More Artful Than I Thought Possible
Eight weeks ago I wrote after Yahoo Japan Corp (4689 JP) earnings that I expected a kind of large resolution stake sale whereby Altaba Inc (AABA...
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Japanese E-Commerce Breaks ¥16.5 Trillion in FY2017
The Ministry of Economy, Trade & Industry (METI)’s annual e-commerce survey confirms strong growth in 2017, up 9.5% on the previous year....
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