KDDI

Japanese Telcos - Q2 FY24 review: Stable growth with better profitability; NTT still preferred pick

KDDI indicating a structural step up in Share Buybacks going forward; quick thoughts on implications

KDDI – Q2 24 Quick Take: Softer against tougher comparable; Share repurchase upsized to ¥400bn was a positive catalyst

Kyocera announces it will sell its stake in KDDI; thoughts and implications

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Switch from SB to NTT (and KDDI). NTT new top pick.