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Telco/Internet specialist

Kirk Boodry

Redex Research

Thematic (Sector/Industry)

Japan Telecom services / Thematic (Sector/Industry)

<p>The telecom sector seems like a notable winner with a change in political leadership.  Pushing through mobile price reductions was one of the few policy successes for the Suga administration and record low approval ratings meant a revival of the issues was never entirely off the table. New leadership without historical ties to the regulator is an improvement. We remain positive on Japanese telecoms with Buy ratings for NTT, KDDI and Softbank.   </p>

The telecom sector seems like a notable winner with a change in political leadership.  Pushing through mobile price reductions was one of the few policy successes for the Suga administration and record low approval ratings meant a revival of the issues was never entirely off the table. New leadership without historical ties to the regulator is an improvement. We remain positive on Japanese telecoms with Buy ratings for NTT, KDDI and Softbank.   

NTT (Nippon Telegraph & Telephone) (9432 JP)

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