Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake inĀ Alibaba (BABA US) continues to rise in value,Ā the market has forgiven ARM for...
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KDDI 's Slow and Steady Approach Is Delivering Rising Returns
KDDI (9433 JP) recently reported 2Q17/18 results ahead of NSR forecasts and in lineĀ with consensus expectations. Revenue was in line but...
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Has The Tata Juggernaut Resumed Rolling? ā Part 1
Cyrus Mistry, the sixth chairman of the more than a century old Indian conglomerate, the Tata group, was ousted on October 24, 2016, in an...
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NTT DoCoMo:Ā 2Q Results a Modest Beat with a Surprise Share Buyback
Travis Lundy discussed the new NTT Docomo (9437 JP) buyback in his recent note. We did not expect a buyback announcement so were surprised by the...
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The Week That Was in NorthAsia@Smartkarma: Chips, Cars, Revisions
This week inĀ The Week That Was in NorthAsia@SmartkarmaĀ there were 50+ insights related to Japan and Korea outside hard events and IPOs/ECM which...
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