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Gravity Works As WeWork Doesn't; Now Plan B

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

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

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>NTT and NTT Data will reorganize overseas assets into a new operating company run through NTT Data</li>
<li>The transaction results in little change for consolidated results at NTT Group although segment reporting may change and it will buy up to ¥100bn more of NTT Data</li>
<li>Restructuring could help unlock the potential of Dimension Data which has been a consistent laggard since NTT acquired it in FY11</li>
</ul>


NTT and NTT Data will reorganize overseas assets into a new operating company run through NTT Data
The transaction results in little change for consolidated results at NTT Group although segment reporting may change and it will buy up to ¥100bn more of NTT Data
Restructuring could help unlock the potential of Dimension Data which has been a consistent laggard since NTT acquired it in FY11


NTT (Buy) - An Exciting Day for Data but Not Much Has Changed