Japan Telecoms' Strong 1Q17 Results Confirm Rising Return Story Is Intact.
Japanese mobile operators posted solid results across the board for 1Q17, driven by ARPU stability and lower device sales. In aggregate, service...
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Softbank: More Good News on the ARM Front, More Evidence of a Market Disconnect
Intel made two announcements last week, one regarding not using EUV at the 10nm node, the other regarding a foundry deal with ARM to produce ARM...
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JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
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Intel Announces Foundry Collaboration With ARM at Intel Developer Forum
At the Intel Developer Forum in San Francisco, Intel announced a flurry of news with far-reaching implications across the semiconductor...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
941 Views