KDDI Corp.

KDDI is a telecommunications company. Along with its affiliates, Co. operates in four principal business segments: personal, value, business, and global. Co. is engaged in the sale of mobile handset; and the provision of mobile telecommunication services under "au" brand name, Internet contents, settlement service, and electronic money service for individual customers. Co. offers information and communication technology ("ICT") solution services and data center services for domestic corporate customers, overseas companies and individual customers. Co. is also involved in the call center business, the research and technological development, and the telecommunication facilities maintenance.
  • Ticker9433
  • ISINJP3496400007
  • SectorMobile Telecommunications
  • CountryJapan

Analysts

KDDI CORP. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of KDDI CORP. (JP), a company active in the Mobile Telecommunications industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date August 30, 2019, the closing price was JPY 2,835.00 and its potential was estimated at JPY 3,089.87.

Dan Baker

Morningstar | In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net profit growth this year. Over the next six years it is targeting an average of 7% per year earnings ...

Dan Baker

Morningstar | In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400. See Updated Analyst Note from 15 May 2019

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net profit growth this year. Over the next six years it is targeting an average of 7% per year earnings ...

Dan Baker

In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net ...

PSA Telecoms: Fast & Furious 5G

Pelham Smithers discusses how quickly 5G is taking hold and the implications for the telco players in Japan.

Dan Baker

Morningstar | In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net profit growth this year. Over the next six years it is targeting an average of 7% per year earnings ...

Dan Baker

Morningstar | In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400. See Updated Analyst Note from 15 May 2019

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net profit growth this year. Over the next six years it is targeting an average of 7% per year earnings ...

Dan Baker

In Line Result; Upcoming Rakuten Entry is an Overhang; FVE Retained at JPY 3,400

KDDI’s fourth-quarter fiscal 2018 result (quarter-ending March 2019) was within our estimates and guidance for both this year and the medium term was solid in the face of potential increasing competition. Revenue increased by 2.6% with operating income up 28% and the company added JPY 5 to the previously guided dividend announcing a total of JPY 105 per share for fiscal 2018 and targeting JPY 110 for fiscal 2019. KDDI is guiding for 2.4% revenue growth, 0.6% operating income growth and 0.4% net ...

Japanese telcos; Q3 18; Positive trends

Q3 FY18 was a positive quarter for Japanese mobile, with service revenue trends improving and handset sales falling, which should help margins.

Dan Baker

Morningstar | Slightly Below-Par 3Q for KDDI; Potential Price Cuts, Rakuten Entry Overhang; FVE Still JPY 3,400

KDDI’s fiscal 2018 third-quarter result (quarter ended December 2018) was slightly below our estimates, with revenue decreasing 2.6% and operating income decreasing 3.7%. However, management’s fiscal 2018 guidance for operating income growth of 5.9% and dividend growth of 11% to JPY 100 per share remains. The big Japanese telecom issues of NTT DoCoMo’s upcoming price cuts and Rakuten’s entry remain to play out. Three months ago, NTT DoCoMo foreshadowed price decreases that will return as much as JPY 400 billion to customers and see operating profit decline with a target of recovering operating...

James Ratzer

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Alastair Jones ...
  • Chris Hoare
  • James Ratzer
  • Jin Yoon
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

New Street: BT, BABA, NOK, AAPL, AMD, ENTEL, KDDI, ELISA, OPTUS, SKT, KPN, TNOR,

Global TMT headlines: BT (Buy): Strong set of Q3 results – guidance now looks conservative to us. Alibaba (Buy) FY3Q19 Results: Feed Recommendation May Be Closer to Launching but Near-Term Revenue Deceleration Expected Nokia (Neutral): Good revenues momentum and Gross Margins recovery in the core business. We remain cautious on revenue growth in coming years. Apple (Neutral) 1FQ19: Macro is a small portion of the problem – thesis playing out in full. AMD (Sell) 4Q18 Wrap-up: Quarter in-line, 1Q guide 15% below, FY guide above. Entel (Neutral) reported Q4s last night. Revenue was bro...

Global TMT: NVDA, AAPL, Japan, BABA, Meituan, VZ, KPN, TNOR, Chunghwa

Global TMT: NVDA, AAPL, Japan, BABA, Meituan, VZ, KPN, TNOR, Chunghwa Chris Hoare 0

Soomit Datta

Global TMT: AAPL, EQIX, BT, Brazil, AIS, KT, KDDI

Global TMT: AAPL, EQIX, BT, Brazil, AIS, KT, KDDI Soomit Datta 8

KDDI CORP. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of KDDI CORP. (JP), a company active in the Mobile Telecommunications industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date August 30, 2019, the closing price was JPY 2,835.00 and its potential was estimated at JPY 3,089.87.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

PSA Telecoms: Fast & Furious 5G

Pelham Smithers discusses how quickly 5G is taking hold and the implications for the telco players in Japan.

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