Strengthening Ecosystem and Tough EC Competition Give Us Mixed Impression of Rakuten’s Results
Our impression of Rakuten Inc (4755 JP)'s full-year earnings results is somewhat mixed. On the positive side, we acknowledge some metrics...
296 Views
NTT’s 3Q Posts Solid Growth Excluding Impacts of Several Small Write-Downs
On an underlying basis, narrow-moat NTT (Nippon Telegraph & Telephone) (9432 JP), or NTT’s, third-quarter fiscal 2017 (quarter ended December)...
179 Views
Yahoo Japan Reporting Strong Growth in ECommerce and Fintech. Competing Hard with Rakuten
Yahoo Japan (4689 JP) posted 3Q results ahead of expectations supported by strong growth in eCommerce /fintech (+30%) while the core Internet...
354 Views
KDDI Continues to Boost Shareholder Returns
KDDI (9433 JP) reported a solid 3Q17/18 result which was somewhat lost in the news that the well regarded CEO Tanaka would stand down (to become...
224 Views
NTT DoCoMo 3Q17/18 Results Were Solid. No Comment (Yet) On Rakuten Entry
NTT Docomo (9437 JP) posted 3Q results ahead of NSR and consensus forecasts, underscoring comments made in December that it was on track to beat...
222 Views