Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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KDDI: More of the Same Please. Rising Return Story Intact
We met KDDI (and other operators) in Japan recently. The message remains generally positive as KDDI says that guidance for mobile service revenue...
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NTT: A One-Shot Multi-Billion Dollar Buyback on ToSTNeT-3 (June 14)
Today after the close of business, NTTannounced it would attempt to execute its 68 million share buyback at JPY 4,529/share (today's close)...
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