Japan Telcos: Generally Positive After Recent Meetings in Tokyo.
We recently met NTT Docomo (9437 JP)Â NTT (Nippon Telegraph & Telephone) (9432 JP), KDDI (9433 JP), and Rakuten (4755 JP) in Tokyo. Softbank...
694 Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
1.1k Views
Lions and Tigers and Politicians, Oh My! Update on Japan Telecomsâ Fee Changes and Potential Risks
Comments from politicians may be more bark than bite, but clearly the recent remarks on Japanese mobile phone bills being excessive are, and need...
595 Views
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
592 Views
Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
569 Views