Japanese Telcos Virtual Investor Tour

We will be hosting virtual meetings for NSR clients with the Japanese telcos in September. Format will be conducted in a small group setting with a focus on Q&A.

We came away from our meetings in May (LINK), still bullish and convinced of the increasingly favourable mobile dynamic as Docomo and KDDI have lifted prices. There is a chance for a more benign outcome if SB chooses to prioritise revenue over share gains. Beyond Mobile & Fixed, we also aim to unpack the trends in Enterprise and Financial Services – after all, the Japanese incumbents are one of the most diversified telcos around. As we head into the first half, we believe the calls could provide us a glimpse on potential guidance revisions guidance, now that Q1 results are released.

The tentative schedule as it currently stands is as follows. ​​

If you are interested in joining us on the tour, please reach out to Chris Hoare directly, your NSR Sales representative or register via the links below:

Click HERE for Softbank, HERE for KDDI and HERE for NTT.