Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
328 Views
NTT (9432 JP) Stub: The Catalyst Has Come, Close the Trade
In my original insight on November 4, 2018 TRADE IDEA: NTT (9432 JP) Stub - Overreaction to Docomo Rate Cuts, I proposed setting up a stub trade to...
473 Views
Hokuhoku Financial Group (8377 JP): Hands Across the Water
Hokuhoku Financial Group (8377 JP), or HHFG for short, is the holding company for two regional banks that have no geographical connection...
352 Views
NTT: Why We Would Avoid the NTT Stub
NTT (Nippon Telegraph & Telephone) (9432 JP) has perennially traded at a discount to its SOTP value and recent weakness have renewed calls to...
518 Views
NTT Stub Vs MktCap Near 10yr Lows, Stub Earnings Vs Total Near 10yr High
Last week Chris Hoare at New Street Research wrote about NTT (Nippon Telegraph & Telephone) (9432 JP) in NTT Corp - Now Our Preferred Japanese...
511 Views