PSA Telecoms: KDDI (9433 JT) – Monetizing the Cambrian Explosion of Data
KDDI (9433 JT) – Monetizing the Cambrian Explosion of DataTags: Amazon (AMZN US), Tencent (700 HK), Alibaba (BABA US), Grab (pvt.), Lawson (2651 JT), Pan Pacific International Holdings (7532 JT), Aeon (8267 JT), Netflix (NFLX US), Mitsubishi UFJ Financial Group (8306 JT), Rakuten (4755 JT), Mitsubishi Corp (8058 JT), Dentsu (4324 JT), Kakaku.com (2371 JT), NTT DOCOMO (9437 JT), SoftBank Group (9984 JT)
Pelham Smithers explains the benefits to earnings of the KDDI ecosystem as points packages and data usage both lure and keep hold of high ARPA customers, as well as the value the shares offer to shareholders:
Sector Communication Services 50
Industry Group Telecommunication Services 5010
Industry Wireless Telecommunication Ser 501020
Sub-Industry Wireless Telecommunication Ser 50102010
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.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.