Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
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Japan Telcos: Focus Remains on Cash Flow and Dividends. Competition Is Relatively Benign.
We have previously written individually about Japanese 3Q17 telecoms results. In total, they were largely as expected. Competitive intensity in the...
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SoftBank Purchases Fortress Asset Management
SoftBank has announced that it has entered into a definitive merger agreement under which it will acquire Fortress Investment Group (FIG US) for...
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Japanese Names that Might Be Loved Too Much.....
We screened for names that are loved by the Street (BUY Recommendations are more than 75% of total) and have significantly outperformed TOPIX over...
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NTT/DoCoMo: Weakness at NTT Comes from Earlier DoCoMo Results
The 3Q17 results from NTT (Nippon Telegraph & Telephone) (9432 JP) were commented on earlier by Morningstar in NTT’s Third Quarter On Track...
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