NTT (Nippon Telegraph & Telephone)

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

Equity Bottom-Up
338 Views, 09 May 2022 15:49
EXECUTIVE SUMMARY
  • 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
detail (3-minute read)
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Kirk Boodry
Telco/Internet specialist
Redex Research
JapanInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

Kirk Boodry has 20+ years as a sell-side analyst including time in NY, Tokyo, London and Singapore. He first started cov... 

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