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Kirk Boodry
  • Kirk Boodry
EUR 48.76
4755 RAKUTEN INC.

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

02/14/23 February 14, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
9432 Nippon Telegrap...

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

9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
02/09/23 February 9, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
3774 Internet Initia...

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.

3774 INTERNET INITIATIVE JAPAN
02/08/23 February 8, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
9984 SoftBank Group ...

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.

9984 SOFTBANK GROUP CORP.
02/07/23 February 7, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
9434 SOFTBANK CORP.

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

02/03/23 February 3, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
9433 KDDI Corporatio...

KDDI (Buy) - Q3 22 results reaction: super mobile but full-year target...

Mobile revenue erosion appears to be improving but unanticipated costs for rising fuel costs and the July network failure stand in the way of FY22 profitability targets

9433 KDDI CORPORATION
02/02/23 February 2, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
4689 Z Holdings Corp...

Z Holdings (Neutral) - Q3 22 results reaction: lofty EBITDA targets cu...

We have another winter surprise from ZHD as weakness in both advertising sales and eCommerce will keep the company from meeting its FY23 EBITDA target

4689 Z HOLDINGS CORPORATION
02/02/23 February 2, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 48.76
9412 SKY Perfect JSA...

Sky Perfect JSAT (Buy) - Q3 22 results reaction: satellite growth offs...

Space segment revenue growth accelerated, providing some offset for media weakness and keeping the company on track to meet full-year guidance

9412 SKY PERFECT JSAT HOLDINGS
02/01/23 February 1, 2023 1 EN
Kirk Boodry
  • Kirk Boodry
EUR 146.28
9984 SoftBank Group ...

Softbank Group (Neutral) - Japan’s global tech play: initiation of cov...

In this deep dive report, we initiate coverage at Neutral with a ¥6,300 target price. We think global tech will struggle but a recovery in China values provides some support.

9984 SOFTBANK GROUP CORP.
02/01/23 February 1, 2023 1 EN
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