COMPANY
Softbank KK (Corp)
9434:JP
Primary coverage by Chris Hoare
Research
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A tumultuous fortnight for Rakuten – what does it mean for the company, for Japanese incumbents and vRAN generally?May 27, 2023 —  Chris Hoare
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SoftBank Corp – Q4 22 Quick Take: ¥100bn share buyback; near term guidance weak, but better FY25 net profit targetMay 10, 2023 —  Chris Hoare
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5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in placeApril 22, 2023 —  Chris Hoare
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Asian Telcos - 5G capex has peaked in Asian Mobile LeadersApril 18, 2023 —  Chris Hoare
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Feedback from Asian Telco Tour. Were bullish. Are more bullish, especially in Asian DM - Global Weekly ReviewMarch 18, 2023 —  Chris Hoare