KDDI Delivering Rising Shareholder Returns While Results Were Broadly in Line.
KDDI's (9433 JP) recent results and guidance were close to our expectations (and consensus) with the main positive being a surprise ¥100bn buy-back...
331 Views
Softbank 8,300 Buy in Level for Fresh Highs
Softbank does trade with a correlation to Japan banks. With that in mind we need to look at the Japan banks sector and the USD/JPY which drives...
250 Views
The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
341 Views
SoftBank - Not A Bank, But the Stock Behaves Like One... And Perhaps It Should
Up until one year ago, shares in Softbank Group Corp (9984 JP) basically moved as a low-beta proxy for Alibaba Group Holding Ltd (BABA US), which...
684 Views
SoftBank - Comcast / Charter Deal Puts Spotlight Back on TMUS / Sprint
Following speculation on the matter in the Wall St Journal, Comcast and Charter Communication have announced a wireless partnership that should...
409 Views