NTT - Still Going Big, Not Going Home
NTT is under-appreciated - March 2022 forecasts still do not include accretion of the NTT Docomo minority into EPS. The company has responded to...
472 Views
KDDI Corp - 5G Consumer Service Plans Indirectly Affected by DoCoMo Price Reduction
KDDI introduced consumer 5G plans that include alliances with Amazon (Prime) and DAZN. The impact of DoCoMo price reductions are evident as...
304 Views
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
329 Views
Gojek and Grab Merger Wishful Thinking?
The talk that Grab and Gojek are in the advanced stage of merger talks seems to be a reiteration of the earlier chatter and some wishful thinking...
579 Views
2021 High Conviction 🇯🇵 Sell M3 (2413 JP)
2021 HIGH CONVICTION COLLECTION - For Smartkarma's '2021 High Conviction Collection' we have chosen one of our seven RPS/RRS outliers to be our...
607 Views