海外研报

10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the

Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying

Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).

GS--Match Group (MTCH): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Match Group’s President and CFO Gary Swidler at theCommunacopia + Technology Conference.