Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Equity Bottom-Up

Following are the important points from Line Conference Tokyo 2016, which took place yesterday (March 24). <ul>
<li>First and foremost, there was no word about Line IPO. Naver did not mention anything about its future plan of Line IPO.</li>
<li>The most important thing that came out of this conference was that Line will enter Japan’s mobile carrier market as MVNO.</li>
<li>Specifically, Line’s MVNO service will be launched in a few months (possibly second or third quarter of this year), starting at an affordable JPY500…</li>
</ul>

Following are the important points from Line Conference Tokyo 2016, which took place yesterday (March 24). 
First and foremost, there was no word about Line IPO. Naver did not mention anything about its future plan of Line IPO.
The most important thing that came out of this conference was that Line will enter Japan’s mobile carrier market as MVNO.
Specifically, Line’s MVNO service will be launched in a few months (possibly second or third quarter of this year), starting at an affordable JPY500…


Update and Interesting Implication on Naver Line's MVNO Business in Japan

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

SoftBank is rumored to be participating in the upcoming auction of broadcast spectrum to wireless carriers, two sector bankers told <a href="http://ctfn.news" target="_blank">CTFN</a>.SoftBank might acquire the spectrum by setting up a new company, which later sells or swaps it as it sees fit, the first banker said.SoftBank announced on March 7 that it would split into two companies, one managing SoftBank’s Japanese media and telecom businesses, and one managing overseas operations like Sprint and Alibaba. Both bankers said they did not know…

SoftBank is rumored to be participating in the upcoming auction of broadcast spectrum to wireless carriers, two sector bankers told CTFN.SoftBank might acquire the spectrum by setting up a new company, which later sells or swaps it as it sees fit, the first banker said.SoftBank announced on March 7 that it would split into two companies, one managing SoftBank’s Japanese media and telecom businesses, and one managing overseas operations like Sprint and Alibaba. Both bankers said they did not know…

SoftBank Expected to Participate in Upcoming FCC Spectrum Auction

Within the next week or so, the Federal Communications Commission is expected to announce the names of wireless carriers bidding for spectrum in the incentive auction, two sector bankers told <a href="http://ctfn.news" target="_blank">CTFN</a>.The announcement will “probably” be made next week, according to the first banker, who said that the agency has not set the exact date.The FCC did not return phone calls requesting comment.The auction of 600-megahertz spectrum is slated to begin on March 29, when television broadcasters submit initial…

Within the next week or so, the Federal Communications Commission is expected to announce the names of wireless carriers bidding for spectrum in the incentive auction, two sector bankers told CTFN.The announcement will “probably” be made next week, according to the first banker, who said that the agency has not set the exact date.The FCC did not return phone calls requesting comment.The auction of 600-megahertz spectrum is slated to begin on March 29, when television broadcasters submit initial…

FCC Expected to Announce Bidders for Spectrum Shortly

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as positioned to experience meaningful economic benefits as a user or producer of promising technologies.The index consists of 200 stocks that are equally weighted. It is reconstituted annually in December. This report was originally published in December following the reconstitution, but is being republished here as a fork of <a href="https://www.smartkarma.com/profiles/346" target="_blank" data-smartkarma-citation="accounts:346">CM Research</a> latest note <a href="https://www.smartkarma.com/insights/big-data-as-an-investment-theme" target="_blank" data-smartkarma-citation="insights:2975">Big Data as an Investment Theme</a>, to highlight ways to get exposure to this and other important themes.In addition to details of the Index constituents, subscribers will find a presentation on the index methodology attached.

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as positioned to experience meaningful economic benefits as a user or producer of promising technologies.The index consists of 200 stocks that are equally weighted. It is reconstituted annually in December. This report was originally published in December following the reconstitution, but is being republished here as a fork of CM Research latest note Big Data as an Investment Theme, to highlight ways to get exposure to this and other important themes.In addition to details of the Index constituents, subscribers will find a presentation on the index methodology attached.

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;

Japan

SoftBank Group Corp. provides telecommunication services. The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

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Softbank Group (9984 JP)

Update and Interesting Implication on Naver Line's MVNO Business in Japan

Following are the important points from Line Conference Tokyo 2016, which took place yesterday (March 24). First and foremost, there was no word...

Sanghyun Park

SoftBank Expected to Participate in Upcoming FCC Spectrum Auction

SoftBank is rumored to be participating in the upcoming auction of broadcast spectrum to wireless carriers, two sector bankers told CTFN.SoftBank...

CTFN

FCC Expected to Announce Bidders for Spectrum Shortly

Within the next week or so, the Federal Communications Commission is expected to announce the names of wireless carriers bidding for spectrum in...

CTFN

Morningstar Exponential Technology Index

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as...

Morningstar, Inc.

Big Data as an Investment Theme

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...

CM Research

Price Gauge

52-week Range

Market Cap (USDm)

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