Softbank KK (Corp)

SoftBank Corp – Q2 24 Quick Take: Beat across the board and an upgraded guidance

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

Digital Bridge to acquire JTower. Very brief thoughts and implications for Global Towers & Japanese Telcos

Japanese Telcos - Q1 FY24 review: Softbank outperforming

SoftBank Corp – Q1 24 Quick Take: Tracking strongly; positive mobile ARPU for the first time since FY19