KDDI (Buy, TP: ¥6,600, +34%) Q3 23: Thoughts after the call with implications for Rakuten
KDDI printed in-line results after market closed today, with KPIs moving in the right direction. We summarize three key takeaways from the call below.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.
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