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Rakuten

4755:JP

Primary coverage by Chris Hoare

Rating

Sell

JPY ¥500

Model

Updated October 12, 2026

Research

Global EM Telecoms & Japan - Show me the (Mobile) Money – revenues beyond the core: 2026 update

October 14, 2026 — Chris Hoare
Starlink Mobile in EM & Japan – How & where could Starlink build a terrestrial mobile presence?

October 13, 2026 — Chris Hoare
Rakuten – Roaming reduction likely to lead to significant headwinds for mobile

October 12, 2026 — Chris Hoare
Rakuten – Early evidence post roaming reduction suggests churn will rise, Reduce pt ¥575

October 5, 2026 — Chris Hoare
Japanese Telcos Upgrade ARPU forecasts medium term, price targets follow.

October 5, 2026 — Chris Hoare

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