NTT Corp - Now Our Preferred Japanese Telco.
Chris Hoare sees potential for capex and opex to decline in NTT's (Nippon Telegraph & Telephone) (9432 JP) core regional telco business. With...
640 Views
Philippines Telcos: Waiting for a Third Operator, or Not.
While the Philippine telecom market continues to show solid growth, investor focus remains on the risk of a third entrant. On that front,...
551 Views
Rakuten (4755 JP) Mobile: Can It Succeed? A Study, Plus Insights from SoftBank's (9984 JP) EMobile
In this second part of our series about Rakuten's (4755 JP) plans for its MNO (mobile network operator) service, we explore Rakuten's MVNO (mobile...
787 Views
Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
480 Views
SoftBank (9984 JP) Mobile Sub-Brands Provide a Case Study for Rakuten (4755 JP) Mobile
“History doesn’t repeat itself, but it rhymes.” Often (incorrectly) attributed to Mark Twain, this aphorism encourages us to riff on past business...
475 Views