Internet Initiative Japan (Buy) - Q2 22 Results Reaction: Mobile Recovery Boosts Corporate DX Growth
IIJ continues to financially outperform with the best revenue growth since 2016 and a twelfth consecutive quarter of YoY margin expansion. A...
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Softbank Corp (Buy) - Q2 22 Results Reaction: PayPay Boost to Guidance and In-Line Results
A guidance upgrade on the back of a robust PayPay valuation will grab most of the attention but we are also pleased with in-line results for the...
450 Views
KDDI (Buy) - Q2 22 Results Reaction: Mixed Quarter as Power Costs Accelerate
KDDI results were mostly positive as solid revenue growth offsets a jump in power costs. Growth in corporate sales was particularly robust although...
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Japan Fintech - Rule Changes Should Benefit Cashless Apps like PayPay
The MHLW is likely to update rules on digital wage payments by fiscal year end, opening the door for cashless apps to participate. That is positive...
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ECM Weekly (16th Oct 2022) - Socionext, Betagro, Lionheart, Five-Star, Giant Biogene, GLP J-REIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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