Softbank Corp (Buy) - Q1 21 Results Reaction: Revenue Beat but Largely In-Line Elsewhere
Financial results are largely in-line with expectations although the previously announced Z Holdings beat and higher handset sales flatter the top...
169 Views
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....
190 Views
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...
426 Views
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...
333 Views
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...
245 Views