Report Company Directory
- Japanese Telcos Q4 FY24 review: Inflationary telco market by New Street Research
- Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more. by New Street Research
- Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Downgrade SoftBank to Neutral, stay Buyers of NTT and KDDI. by New Street Research
- Softbank Corp (Buy, TP: ¥270, +22%) Q4 24 Quick Take: Mobile up-trading remains encouraging; FY25 guidance raised but below expectations by New Street Research
- Getting over Tariffs – Step back. Rethink. Move on. by New Street Research
- Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our take by New Street Research
- SoftBank investing $40bn in OpenAI: Our take. by New Street Research
- PSA Strategy: Japan Stock Market Quarterly for 2025 Q2 by Pelham Smithers Associates Ltd
- Japanese Telcos Q3 FY24 review: Diverging expectations; NTT still preferred by New Street Research
- US Enterprise Hardware and Networking "Generating the latest updates on AI" Vogt by UBS AG