Competitor Insight #04.2007: KDDI Corporation

Publication Date	February 2007
Publisher	IE Market Research
Product Type	Report
Pages	26
ISBN Number	not applicable
Product Code	IEM00071

Price

£205.00
approximately: $300 | €225

PDF

Order above formats by FAX

Summary

This market research report on KDDI Corporation ('KDDI') provides a comprehensive analysis of KDDI's strategies, operational and financial metrics. The report covers the key strategic issues facing KDDI, including the current firming up of the pricing environment for Japanese operators after the launch of Mobile Number Portability (MNP) and its impact on KDDI's profitability. We also provide a comprehensive review KDDI's operational performance and profitability forecasts.

Content

Strategic Outlook
- Pricing environment firming up for Japanese carriers, including KDDI
  - MNP results within companies' expectations
  - Pricing to stay firm
Operational Summary and Forecasts
- KDDI's pricing plans to stay competitive but we do not expect further tariff cuts
Financial Summary and Forecasts
- 2Q FY3/07 Operating Profit beat our forecast but au's ARPU looks somewhat weak
- FY3/08 consensus forecast too low
- Mobile telecom business earnings estimates
- Fixed-line telecom business earnings estimates
List of Tables
- Table 1: Subscriber increase/decrease forecasts for DoCoMo, KDDI, and Softbank
- Table 2: Tariff plans introduced by DoCoMo, KDDI and Softbank (October 2006 - January 2007)
- Table 3: IEMR Estimates and Valuations
- Table 4: IEMR's New Earnings estimates by segment ( billion)
- Table 5: Key positive/negative factors for KDDI's mobile telecom business Operating Profits ( billion)
- Table A1: Key Performance Metrics & Forecasts
- Table A2: KDDI Consolidated earnings estimates and forecasts ( billion), 2005 - 2009
- Table A3: KDDI Financial projections by business segment ( billion), 2003 - 2009
- Table A4: KDDI Consolidated balance sheet estimates and forecasts ( billion), 2003 - 2009
- Table A5: KDDI Mobile business income statement projections ( billion), 2005 - 2009
- Table A6: KDDI Mobile subscriber projections (units in '000s), 2003 - 2009
- Table A7: KDDI Mobile ARPU projections (), 2003 - 2009
- Table A8: KDDI Fixed-line financial projections ( billion), 2003 - 2009
List of Figures
- Chart 1: Subscriber share for mobile communication operators in major advanced countries and EBIDTA margins
- Chart 2: EBITDA margins at DoCoMo, KDDI, and Softbank (%), 2000 - 2006