NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
346 Views
2021 JAPAN DELTA: This Year's Div Trade Not Like Last Year's Div Trade
Japan's Annual Dividend Trade is big, and this year, despite some economic weakness since last year, it is still quite bigly. But there may be...
585 Views
Mercari’s Relentless Innovation Opens Closets
Mercari now dominates CtoC trading in Japan and is so big a Tax Office department is names after it. Competitors are circling, particularly Z...
316 Views
Internet Initiative Japan - New Pricing Plans Are Competitive and Impact Is Manageable
IIJ's new consumer mobile pricing plans are competitive with Rakuten and the financial impact on consolidated results should be immaterial
357 Views
Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
350 Views