Softbank KK (Corp)

A tumultuous fortnight for Rakuten – what does it mean for the company, for Japanese incumbents and vRAN generally?

SoftBank Corp – Q4 22 Quick Take: ¥100bn share buyback; near term guidance weak, but better FY25 net profit target

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders

Feedback from Asian Telco Tour. Were bullish. Are more bullish, especially in Asian DM - Global Weekly Review