NTT

A tumultuous fortnight for Rakuten – what does it mean for the company, for Japanese incumbents and vRAN generally?

NTT Corp - Q4 FY22 Quick Take: Strong beat and bullish guidance, but strategic pivot to growth

NTT, Buy, price target ¥6,000. Some thoughts after the call

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders