Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
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Sep Div Date in Japan - Still Interesting, Still Significant
I often label these insights "Tuesday and Wednesday" because it has often been a Tuesday and Wednesday. This autumn's version is called "Thursday...
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NTT: The Last Big Buyback This Year?
NTT (Nippon Telegraph & Telephone) (9432 JP) today announced its well-flagged additional buyback for this fiscal year which is designed to buy...
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Japan Telcos: Softbank Ends the Contract Regime but Other Retention Factors Play a Role
Softbank Corp. will end two-year contracts for mobile customers later this month. This follows regulatory action that requires mobile operators to...
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