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Our history of consistent and global coverage of the sectors we focus on has given us the analytical skills and industry knowledge necessary to generate actionable insights whilst our long experience in Asia gives us additional insight into markets with unique cross-cultural challenges.

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Kirk Boodry
  • Kirk Boodry

Rakuten (Neutral) - Q4 22 results reaction: modest mobile improvements...

Financial results largely met expectations although mobile uncertainty continues to overshadow decent eCommerce and fintech performance

Kirk Boodry
  • Kirk Boodry

NTT (Buy) - Q3 22 results reaction: mixed quarter but solid mobile/Dat...

Operating profit was light versus expectations on rising electricity costs but solid results for DoCoMo and NTT Data should be the focus

Kirk Boodry
  • Kirk Boodry

IIJ (Buy) - Q3 22 results reaction: solid quarter as recurring sales e...

Corporate demand remains robust with double-digit sales growth for a third consecutive quarter. A surprise surge in mobile sales helped.

Kirk Boodry
  • Kirk Boodry

Softbank Group (Neutral) - Q3 22 results reaction: defensive stance in...

As expected, Softbank pushed a conservative outlook in uncertain markets. Investment losses were higher than expected but ARM revenues were better. On balance, a mixed quarter.

Kirk Boodry
  • Kirk Boodry

Softbank Corp (Buy) - Q3 22 results reaction: modest mobile improvemen...

On balance a good quarter with solid progress to year-end targets. Headline mobile erosion was higher than we expected but ARPU declines were in-line and erosion from price reductions is improving

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