SoftBank to Benefit from Sprint T-Mobile Merger if It Goes Ahead; FVE Increased to JPY 12,300
We lift our Softbank Group Corp (9984 JP) fair value estimate to JPY 12,300 per share from JPY 11,900 per share, on the back of the announced...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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SoftBank’s 3Q Slightly Below Expectations on Domestic Telecoms & ARM
Softbank Group Corp (9984 JP)'s third-quarter fiscal 2017 (quarter-ending December 2017) result was slightly below expectations with the domestic...
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Yahoo Japan Reporting Strong Growth in ECommerce and Fintech. Competing Hard with Rakuten
Yahoo Japan (4689 JP) posted 3Q results ahead of expectations supported by strong growth in eCommerce /fintech (+30%) while the core Internet...
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