KDDI Action Forum

does anyone have an opinion on $9433 (+2,03 %) ? looks interesting at the moment

have a question for those of us who already have $9433 (+2,03 %) ( KDDI Corp. ) in their portfolio or have them on their watchlist.

I would be interested to know where you see an entry point or where you would add more.

I have the share in my savings plan and am considering making a one-off payment here.

I think the share price is interesting at the moment.

What does that look like for you?

Today my first purchase in Japan which was long overdue. $9433 (+2,03 %) diversifies my portfolio geographically and the current dividend yield of >3% I take with pleasure.

While it is currently raining with telecom purchases here, I decided to take a look at the Japanese counterpart 😁.

So I finally have a telecom company in my portfolio.

KDDI has been increasing its dividend for 21 years and has not lowered it for 27 years, with the dividend being raised by about 6.5% per year in recent years. A share buyback program was also recently approved again.

Tranche one of presumably three 😁😁

Short stock opinion/stock analysis on KDDI $9433 (+2,03 %)

Reading time ca.5min

(No investment advice)

Table of Contents:

1.What is KDDI

2 . news about KDDI

2.1 Co-operation with SpaceX

2.2 Expansion of 5G

3.future view from KDDI management

4.how attractive the dividend seems

5.is the KDDI share favourably valued?

6.conclusion

1.What is KDDI: KDDI is a Japanese company engaged in telecommunications and information and communications technology (ICT). Headquartered in Tokyo, the company employs nearly 50,000 people and serves primarily residential customers, with about 85 percent of sales in the "Personal" business segment, but also includes business customers with about 15 percent in the "Business" segment.

KDDI strives to offer innovative technologies and services to meet the needs and requirements of its customers. The company also invests in research and development to drive new technologies such as 5G communications, IoT (Internet of Things) and AI (artificial intelligence), and to continuously improve its services.

2.Latest on KDDI: Recently, there are several events that have contributed to short-term successes. There is also the question of which events will be decisive for the success of the next quarters.

2.1Cooperation with SpaceX: In order to prevent "blind spots" in telecommunications, the Japanese telecommunications company has teamed up with SpaceX. With its help, network coverage is to be ensured even in remote mountainous or island regions and in the event of natural disasters. SpaceX's Starlink satellites began operating in December 2022. Outside of that, KDDI has partnerships with the following streaming service providers: Netflix, Apple Music, Youtube Premium, DAZN, Amazon Prime and others.

2.2Development of 5G: One of the largest telecom outages in the company's history last July only briefly affected KDDI's share price to the tune of about 4 percent. The company subsequently insured deep controls to increase the resilience of its telecom network.

In its medium-term strategy, KDDI has called out growth in so-called "focus areas" around its traditional telecommunications business thanks to the 5G rollout . These include the following areas:

• Digital Transformation (DX)
• Finance
• Energy
• Life Transformation (LX)
• Regional Co-Creation

3. future view from KDDI management: In the medium term, KDDI aims to achieve double-digit annual growth in the Focus Areas DX (digital transformation), Finance and Energy. Among other things, growth is to be driven by home equity lending. The loan volume is expected to grow to more than 3 trillion yen by 2025, representing a further increase of around 25 percent from the current level.

Monetary revenue contributions per user(ARPU) are expected to rise above the 2022 level (4,200yen) again in 2025. Of the operating cash flow, slightly less than half is to be invested in growth with a focus on 5G, "focus areas" and strategic acquisitions. At least 40 percent will be distributed in the form of dividends. Any remaining surplus capital will be used flexibly for share buybacks, depending on new growth opportunities.

4.How attractive does the dividend appear: The dividend 5-year average value of the share is 3.4%. This is comparable to the current dividend yield of about 3.3%, indicating a fair valuation. Measured against the 10-year corridor, however, the current dividend yield is just at the upper end, which could indicate an attractive entry opportunity for dividend investors.

5.Is the KDDI share favorably valued: The average adjusted P/E ratio over the past 10 years is around 12.5.Initially, KDDI stock seems to be fairly valued with a current P/E ratio of 13.1%. After a short look at the share price, it becomes clear that this is also true and that the KDDI share is currently even slightly undervalued. At the current cheap purchase price, one can expect an annual return of 9.6% p.a. in the medium term.

6.conclusion: Balance sheet, profit development, shareholder return, market share - The figures for KDDI embody stability, as does the price performance compared to the overall market. Based on the dividends and the share price performance, one can certainly assume a fair value for the stock. KDDI sees its 5G network at the center of numerous future topics. Thanks to "focus areas" around "5G and beyond", the group wants to be involved in these, from Internet of Things (IoT) to artificial intelligence for business customers. Another area to watch is the fast-growing financial services business, within which KDDI also acts as a bank. I expect further upswing in the telecom sector and see high share price and dividend potential in the future.

PS: I somehow couldn't add any pictures, but I hope it helped you and was somewhat readable.

Sources:

https://aktienfinder.net/blog/kddi-investor-update-5g-ausbau-mit-spacex-neues-allzeithoch-im-visier/

https://www.finanzen.net/aktien/kddi-aktie

https://www.onvista.de/aktien/KDDI-CORP-Aktie-JP3496400007

https://ch.marketscreener.com/kurs/aktie/KDDI-CORPORATION-6492137/

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (+1,1 %)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (+3,31 %)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (+3,18 %)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (+1,82 %)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (-0,95 %)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (+1,67 %)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (+0,49 %)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (+2,19 %)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (-0,75 %)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (-1,27 %)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (+2,11 %)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (+1,23 %)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (+0,03 %)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (+0,94 %)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (+1,79 %)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (+0,04 %)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (+2,65 %)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (+3,7 %)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (+2,42 %)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (+3,53 %)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (+1,17 %)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (+1,14 %)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (+2,16 %)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (-2,91 %)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (+2,32 %)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (-1,07 %)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (+0,81 %)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (+0,25 %)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (-0,61 %)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (+0,53 %)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (+3,09 %)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (+1,75 %)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (+0,65 %)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (+0,15 %)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (+1,15 %)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (-0,3 %)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (+2,43 %)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (+1,27 %)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (+0,51 %)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (+0,21 %)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (+2,49 %)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (+2,03 %)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (-1,75 %)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (-0,14 %)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (+0,97 %)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (+1,22 %)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (+0,58 %)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (+3,53 %)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+2,38 %)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (+2,18 %)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (+2,82 %)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (+0,35 %)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/

Have now not directly found the country Japan. But currently I think that I first build positions in Japan as long as the EUR/USD so weakens. The exchange rate is quite okay and I have also found some interesting values. Japanese companies make most of their sales in the country, but the older population is a problem.

There are Yamaha Motors $727 (+0,32 %)2 , Tokyo Electron $8035 (-0,59 %) , Takeda $4502 (+0,59 %) , KDDI $9433 (+2,03 %) , Mizuho Financial Group $8411 (-0,7 %) , Japan Tobacco $2914 (+0,2 %) , Softbank Mobile $9434 . To name a few.

Do you have any ideas that pay good dividends and are from Japan?

The now aging population also holds the chance that the automation is developed faster there maybe who knows a stock tip, because you can look at.

Fun fact the red dot on the flag of Japan should put a sun there.

#koksundnutten
#dividende
#finanziellefreiheit
#dividendstrategy
#diserfikation
#exotisch
#anders

Current dividend top scorers at

@ share_guide

From my point of view, I see very good companies to have here, even in uncertain times. No recommendation.

I am invested in some of the companies like KDDI $9433 (+2,03 %) , Munich RE $MUV2 (-0,5 %) , Amgen $AMGN (+2,01 %) and Intel $US4581401001 , others on the watchlist.