NTT: Bullish On Capital Return Improvement And Potential REIT Listing

Group 1 - The core investment thesis for Nippon Telegraph and Telephone Corporation (NTT Corporation) is a Buy rating, driven by improvements in shareholder capital return and the potential listing of a data center REIT [1] - The investment focus is on identifying Asia-listed stocks that exhibit a significant gap between price and intrinsic value, particularly in the Hong Kong market [1] - The research service emphasizes deep value balance sheet bargains and wide moat stocks, targeting investments in high-quality businesses and hidden champions [1] Group 2 - The author of the investment analysis is affiliated with the Asia Value & Moat Stocks group, which provides monthly updates and watch lists for value investors [1]