COMPANY
KDDI
9433:JP

Primary coverage by Chris Hoare
Research
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Japanese Telcos – Q4 FY24 review: Inflationary telco marketJune 5, 2025 — Chris Hoare
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Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Stay Buyers of NTT, KDDI and Softbank Corp.May 19, 2025 — Chris Hoare
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KDDI – Q4 24 Quick Take: Good revenue growth; big buyback again; but guidance in lineMay 14, 2025 — Chris Hoare
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Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.April 3, 2025 — Chris Hoare
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Japanese Telcos – Q3 FY24 review: Diverging expectations; NTT still preferredFebruary 19, 2025 — Chris Hoare