KDDI Delivering Rising Shareholder Returns While Results Were Broadly in Line.
KDDI's (9433 JP) recent results and guidance were close to our expectations (and consensus) with the main positive being a surprise ¥100bn buy-back...
330 Views
Nexon... When Saving Money Is Not in Investor Interests, Only Management's
The Japanese stock market is replete with companies that never quite deliver on their potential. Some seem to just miss the target time after time,...
535 Views
M1Â - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
1k Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
463 Views
NTT - One Market Buyback Complete. What Next? Expect Another.
NTT (Nippon Telegraph & Telephone) (9432 JP) yesterday announced its on-market buyback of 33 million shares (1.62%) or up to ¥150bn (12 Dec...
408 Views