Japan Telecom Sector: Regulator Policy Changes Address Tactics Not Price
The regulatory is expected to announce policy updates that address how users change to cheaper priced options. Churn could rise but service bundles...
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NTT Buyout of Docomo - Shoring up a Weak Stub?
We have been perpetually negative on the NTT (9432 JP) stub and its recent announcement to buy out its remaining stake in NTT Docomo Inc (9437 JP)...
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Japan Telecom Sector: Softbank Moves First on Pricing
Softbank's response to regulatory pressure should be enough if sector follows suit. NTT is most exposed after announcing a premium bid for DoCoMo
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NTT Docomo: The Three Arbs and the Great Re-Allocation Trade
Really big deals create really big arb opportunities. The details are worth looking at. They also create really big "exhaust". Here that means...
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Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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