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...
295 Views
Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)
Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil...
310 Views
SoftBank (9984) - Altice to Bid for Charter?
According to the New York Post, Europe-based Altice (ATC NA), which owns Cablevision, has thrown its hat into the ring and is in "early stage"...
309 Views
Hedge Hogging Series: What If Oaktree's Howard Marks Is Prescient Again in Predicting Market Bubble?
Oaktree Capital's Howard Marks senses some kind of market bubble developing in every asset class. But, there is no way in predicting the timing or...
233 Views
Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ), one...
317 Views