NTT/DoCoMo: Weakness at NTT Comes from Earlier DoCoMo Results
The 3Q17 results from NTT (Nippon Telegraph & Telephone) (9432 JP) were commented on earlier by Morningstar in NTT’s Third Quarter On Track...
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Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value
Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net...
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KDDI 3Q17 Results Mostly Positive and Support Our BUY Call. Japanese Telcos Offer Reasonable Value.
Our friends at Morningstar have already produced a note on the recent 3Q17 results from KDDI (9433 JP) . We see the results as being in line with...
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Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
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Adoption of Stewardship Code in Korea
Stewardship is defined as "an ethic that embodies the responsible planning and management of resources." In 2010, the UK adopted the stewardship...
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