The Delayed TOPIX FFW Rebalance: $32bn To Trade
The Big Annual TOPIX FFW Rebalance of October 2020 was delayed until January. The results were not terribly surprising. Nevertheless, it is a big...
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NTT's Big Beautiful Buyback Is Not The Only Reason to Own
NTT's Buyback is big and beautiful, but it is not the only reason to own. There are two other good reasons. But the buyback will still have impact...
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NTT - Still Going Big, Not Going Home
NTT is under-appreciated - March 2022 forecasts still do not include accretion of the NTT Docomo minority into EPS. The company has responded to...
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KDDI Corp - 5G Consumer Service Plans Indirectly Affected by DoCoMo Price Reduction
KDDI introduced consumer 5G plans that include alliances with Amazon (Prime) and DAZN. The impact of DoCoMo price reductions are evident as...
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The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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