Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) / Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) (9432 JP)

<a href="https://www.smartkarma.com/entities/623" target="_blank" data-smartkarma-citation="entities:623:1">NTT (9432 JP)</a> reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries <a href="https://www.smartkarma.com/entities/1089" target="_blank" data-smartkarma-citation="entities:1089:1">NTT Docomo Inc (9437 JP)</a> beat forecasts on July 29th and <a href="https://www.smartkarma.com/entities/11232" target="_blank" data-smartkarma-citation="entities:11232:1">NTT Data Corp (9613 JP)</a> beat forecasts when it reported yesterday, NTT still probably surprised to the upside. There are a bunch of somewhat detailed moving parts to this, but it mainly boils down to cost-cutting. Comments from management at the conference call were I thought reasonably bullish, if not surprisingly so. <h2>Main</h2>…

NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat forecasts on July 29th and NTT Data Corp (9613 JP) beat forecasts when it reported yesterday, NTT still probably surprised to the upside. There are a bunch of somewhat detailed moving parts to this, but it mainly boils down to cost-cutting. Comments from management at the conference call were I thought reasonably bullish, if not surprisingly so. Main…

NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its invaluable core-member status in the Mitsubishi group (the largest zaibatsu group in Japan, backed by the largest banking group in Japan) have allowed Mitsubishi Estate to embark on large projects ahead of its peers...Analysts: Philip Zhong &amp; Michael Wu, CAIA

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its invaluable core-member status in the Mitsubishi group (the largest zaibatsu group in Japan, backed by the largest banking group in Japan) have allowed Mitsubishi Estate to embark on large projects ahead of its peers...Analysts: Philip Zhong &amp; Michael Wu, CAIA

The Critical Mass of Marunouchi Properties Offers Near-Term Positives but Long-Term Concerns.

Japan

NTT URBAN DEVELOPMENT CORPORATION develops, constructs, sells, and leases real estate properties including office buildings, commercial properties, and residential properties. The company also offers real estate solutions such as the efficient use of land and tenant leasing.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ntt Urban Development (8933 JP)

NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too

NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat...

Travis Lundy

The Critical Mass of Marunouchi Properties Offers Near-Term Positives but Long-Term Concerns.

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its...

Morningstar, Inc.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)