KDDI Corp.

KDDI is a telecommunications company. Along with its affiliates, Co. operates in four principal business segments: personal, value, business, and global. Co. is engaged in the sale of mobile handset; and the provision of mobile telecommunication services under "au" brand name, Internet contents, settlement service, and electronic money service for individual customers. Co. offers information and communication technology ("ICT") solution services and data center services for domestic corporate customers, overseas companies and individual customers. Co. is also involved in the call center business, the research and technological development, and the telecommunication facilities maintenance.
  • Ticker9433
  • ISINJP3496400007
  • SectorMobile Telecommunications
  • CountryJapan

New Street: Japanese Mobile: Rakuten post launch analysis - Despite vRAN, costs are too high. Cut to Reduce

In this key note we analyse Rakuten’s cost structure, which is high and rising faster than we thought. High costs explain the price strategy, but make achieving scale difficult.

New Street: Japanese Telcos: How big data creates a competitive advantage; SB KK new top pick

The Japanese telcos are taking a broader approach to customer engagement than elsewhere, entering multiple non-mobile markets, such as e-commerce, mobile payments and financial services.

New Street: Japanese Telcos - Conservative guidance despite limited Covid-19 and Rakuten impacts; Q4 FY 19 review

Mobile service revenue growth slightly decelerated in Q4 vs. Q3 (-0.5%) but much less than in Q3 vs. Q2, while fixed continued to grow a c.10% YoY.

New Street: Japanese Telcos: Feedback from virtual tour – still positive

We hosted conference calls with DOCOMO, SB Corp, KDDI and Rakuten. Overall the tone from the incumbents was positive, with key takeaways in the attached note.

New Street: Japanese Mobile: Rakuten post launch analysis - Despite vRAN, costs are too high. Cut to Reduce

In this key note we analyse Rakuten’s cost structure, which is high and rising faster than we thought. High costs explain the price strategy, but make achieving scale difficult.

New Street: Japanese Telcos: How big data creates a competitive advantage; SB KK new top pick

The Japanese telcos are taking a broader approach to customer engagement than elsewhere, entering multiple non-mobile markets, such as e-commerce, mobile payments and financial services.

New Street: Japanese Telcos - Conservative guidance despite limited Covid-19 and Rakuten impacts; Q4 FY 19 review

Mobile service revenue growth slightly decelerated in Q4 vs. Q3 (-0.5%) but much less than in Q3 vs. Q2, while fixed continued to grow a c.10% YoY.

New Street: Japanese Telcos: Feedback from virtual tour – still positive

We hosted conference calls with DOCOMO, SB Corp, KDDI and Rakuten. Overall the tone from the incumbents was positive, with key takeaways in the attached note.

New Street: KDDI (Buy) - Q4 19 results: Good Q4, guidance in line with consensus despite conservatism

KDDI has reported Q4 figures which are strong at revenues and slightly light at EBIT, but as a result of a larger Q4 write-down on fixed assets.

PSA Japan Market Strategy: Where Are We and What Are the Prospects for 2020?

PSA Japan Market Strategy: Where Are We and What Are the Prospects for 2020?

James Ratzer

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Alastair Jones ...
  • Chris Hoare
  • James Ratzer
  • Jin Yoon
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

New Street: BT, BABA, NOK, AAPL, AMD, ENTEL, KDDI, ELISA, OPTUS, SKT, KPN, TNOR,

Global TMT headlines: BT (Buy): Strong set of Q3 results – guidance now looks conservative to us. Alibaba (Buy) FY3Q19 Results: Feed Recommendation May Be Closer to Launching but Near-Term Revenue Deceleration Expected Nokia (Neutral): Good revenues momentum and Gross Margins recovery in the core business. We remain cautious on revenue growth in coming years. Apple (Neutral) 1FQ19: Macro is a small portion of the problem – thesis playing out in full. AMD (Sell) 4Q18 Wrap-up: Quarter in-line, 1Q guide 15% below, FY guide above. Entel (Neutral) reported Q4s last night. Revenue was bro...

Global TMT: NVDA, AAPL, Japan, BABA, Meituan, VZ, KPN, TNOR, Chunghwa

Global TMT: NVDA, AAPL, Japan, BABA, Meituan, VZ, KPN, TNOR, Chunghwa Chris Hoare 0

Soomit Datta

Global TMT: AAPL, EQIX, BT, Brazil, AIS, KT, KDDI

Global TMT: AAPL, EQIX, BT, Brazil, AIS, KT, KDDI Soomit Datta 8

KDDI CORP. loses on its star level and is downgraded to Slightly Positive

The independent financial analyst theScreener just slightly lowered the general evaluation of KDDI CORP. (JP), active in the Mobile Telecommunications industry. The title has lost a star(s) at the fundamental level and now shows 2 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date May 1, 2020, the closing price was JPY 3,087.00 and its potential was estimated at JPY 3,627.08.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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