NTT (9432 JP): The Next BuyBack Is Here
In April I wrote NTT - One Market Buyback Complete. What Next? Expect Another. The reasoning for this has been the same for the past 18 months....
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KDDI Forecasts Maintained as the Push into IoT Continues
KDDI (9433 JP) recently announced 1Q18 results that were ahead of expectations as mobile service revenue returned to growth and...
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Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.
Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to...
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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...
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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,...
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