Softbank - Positive Readthrough from Alibaba - Adding to Improving Fortunes
Because Softbank doesn't control Alibaba, it only reports dividend income from Alibaba, which is the equivalent of reporting nothing at all....
298 Views
NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too
NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat...
393 Views
When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
587 Views
JPX-Nikkei 400 Periodic Review 2016: The INs and the OUTs
On Friday, Aug 5th after the close, JPX announced the changes to the JPX-Nikkei 400 index with an effective date of August 31st. That means they...
521 Views
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1.1k Views