KDDI (Buy) - Q1 22 Results Reaction: Mixed Quarter as Consumer Predictably Weak

KDDI (Buy) - Q2 22 Results Reaction: Mixed Quarter as Power Costs Accelerate

KDDI (Buy) - Q3 22 Results Reaction: Super Mobile but Full-Year Targets Look Challenging

KDDI (Buy) - Follow-Up After Q3 21 Results

KDDI (Buy) Q4 21 Results Reaction: FY22 Profits Steady and Wide-Ranging Mid-Term Plan

Gravity Works As WeWork Doesn't; Now Plan B

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>KDDI's entire network was out over the weekend and whilst service has been restored, there are still sporadic complaints </li>
<li>There are near-term risks for higher user churn and lost Q2 revenue, but these are on the margin and downside should be manageable (i.e. no change on company guidance)</li>
<li>Looking past near-term weakness, KDDI remains an attractive defensive play </li>
</ul>


KDDI's entire network was out over the weekend and whilst service has been restored, there are still sporadic complaints 
There are near-term risks for higher user churn and lost Q2 revenue, but these are on the margin and downside should be manageable (i.e. no change on company guidance)
Looking past near-term weakness, KDDI remains an attractive defensive play 


NTT (Nippon Telegraph & Telephone) (9432 JP)

KDDI (Buy) - Network Outage Is a Bad Look but Concerns Should Fade over Time

KDDI Corp

KDDI (Buy) - Network Outage Is a Bad Look but Concerns Should Fade over Time