Who Will Win the Cashless Wars in Japan?
Astonishing as it may seem but 80% of all retail transactions in Japan are made with cash and 88% if you include the cash stored in so-called...
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Aequitas: SpaceX IPO - Connectivity - The Growth Driver and Cash Generator
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we talk about its connectivity...
142 Views
Value-Enhancing 5G Spectrum Allocations on the Way for KDDI, DoCoMo, Softbank and Rakuten
The Ministry of Industry Affairs and Communications (MIC, the regulator) will allocate 2.2 GHz of new spectrum bandwidth by the end of March equal...
1k Views
Growing MVNO Market Share in Japan Looks Positive for Evolving Entrants like Rakuten (4755 JP)
In the latest data, MVNOs (mobile virtual network operators) have reached 7.0% market share of Japan's main 3G and LTE (4G) services with over 12m...
859 Views
Aequitas: GO Inc Pre-IPO - Thoughts on Valuations
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
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