NTT

Japanese Telcos - Q2 FY24 review: Stable growth with better profitability; NTT still preferred pick

NTT Corp – Q2 FY24 Quick Take: Decent beat on topline and EBIT

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Switch from SB to NTT (and KDDI). NTT new top pick.

Digital Bridge to acquire JTower. Very brief thoughts and implications for Global Towers & Japanese Telcos

Japanese Telcos - Q1 FY24 review: Softbank outperforming