Japan Telecom Sector: Softbank Moves First on Pricing
Softbank's response to regulatory pressure should be enough if sector follows suit. NTT is most exposed after announcing a premium bid for DoCoMo
260 Views
NTT Docomo: The Three Arbs and the Great Re-Allocation Trade
Really big deals create really big arb opportunities. The details are worth looking at. They also create really big "exhaust". Here that means...
789 Views
Last Week in Event SPACE: Northern Star/Saracen, Vedanta, Toyota, Swire
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
335 Views
Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
366 Views
NTT Data – Should Benefit from Suga’s Digitalisation Drive While You Wait for an NTT Buyout
There were some pointed questions regarding NTT Data at NTT’s investor day held on the 2nd of October, with suggestions that NTT should sell off...
411 Views