NTT - Illegally Entertaining Your Regulator Is a Bad Look
NTT management has been called out for illegally entertaining regulatory officials. There is probably little direct consequence but it is a bad look
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Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
293 Views
NTT Q3 20 Results: Dividend Raise as Fixed-Line and Domestic Businesses Are Steady
NTT posted steady Q3 results with evidence of progress on the fixed line from higher demand for telework solutions. It kept full-year guidance...
315 Views
Rakuten - Pricing Response Has a Few Surprises but Coverage Remains the Issue
Rakuten has responded to incumbents with new pricing that introduces variable pricing. The magnitude of change was largely expected however and...
296 Views
Last Week in Event SPACE: OFAC's Longer List, TOPIX Free Float, PCCW, Jardines, Toa, Guoco, Sansan
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
400 Views