Japan Telecom Sector - KDDI Response to DoCoMo Pricing Increases the Pressure on Rakuten
New data pricing from KDDI undercuts NTT/Softbank, which is bad for FY21 sales but eases regulatory worries. It is definitely bad news for Rakuten...
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SoftBank (9984 JP): Tactical Put Underwriting After Sharp Pullback
SoftBank’s pullback and elevated implied volatility create a tactical put-underwriting setup, offering short-dated premium income with strike...
160 Views
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
377 Views
Japan Telecom Sector: DoCoMo Move Is More than a Price Reduction
If the Abe era for telcos was defined by better corporate governance and improved returns to shareholders, with Prime Minister Suga the focus may...
403 Views
🇯🇵 JAPAN • Four Quadrants - Turnaround Buys
Turnaround Buys are quite rare but tend to offer reasonable upside for relatively low risk. Examples from 2020 include Lixil (5938 JP) and NEC...
451 Views