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...
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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...
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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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Smartkarma’s Week that Was in JP/KR: BGF, Japan Telcos, NCSoft, Nissan, and Nexon
After a holiday hiatus where markets were slow and somewhat quiet and the number of insights published and read dipped, we resume your regularly...
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Aequitas: GO Inc Pre-IPO - Listed and Unlisted Peer Comparison
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 will undertake a...
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