NTT (Buy) - Olympic Promotions Almost Over; Meanwhile We Have Updated Numbers
Despite being a top-tier sponsor, management will not attend the Olympic opening ceremonies but an Olympics-based ad campaign may still run....
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JTower Inc - NTT Tower Deal a Key Step in Expanding Its Addressable Market
The purchase of NTT towers provides revenue capacity equal to 50% of FY20 sales and confirms expansion plans highlighted at Q4. That is key for a...
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DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
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Pre-IPO ESG Analysis of Full Truck Alliance: Strong ESG Profile... But With One Potential Landmine
There aren't many highly material ESG issues for FTA. But quantity is irrelevant when there is one big ESG issue with the potential to crush any...
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TSE Prime: Japan's Corporate Governance Code Finalized So Boxes Will Be Furiously Ticked
The TSE on Friday announced the revisions to the Governance Code. This codifies the "governance thresholds" required to join TSE Prime next year....
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