NTT (Buy) - Investor Day Highlights Global Data Center Business
NTT’s data center business is growing 20%+/year before currency tailwinds as the NTT Data integration kicks off. We have updated our model and SOTP...
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Nikkei 225 Rebalance Day - Shinsei Dip Chance?
Nikkei 225 Rebalance Day. Shinsei Out. ORIX In. Shinsei hasn't fallen in preparation but Orix is up strongly vs Peers in the period. There are two...
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NTT To Raise Money Through Asset Sales, Invest, and Buy Back More Stock
The Nikkei carried an article (Japanese only) last night which effectively "confirmed" what NTT (Nippon Telegraph & Telephone) (9432 JP) CEO...
489 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
444 Views
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views