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ns_as_telasia / Equity
- Softbank Corp (Buy, TP: ¥2,500, +29%) Q3 23 Quick Take: Guidance upgraded across the board; Mobile enters positive territory by New Street Research
- NTT (Buy, TP: ¥240, +34%) Q3 FY23 Quick Take: Trends improving, but the market was expecting more. Q4 guided to be strong. by New Street Research
- Protelindo (Buy, TP: IDR 1,900, +123%) Q4 23 Quick Take: Slight miss; non-Towers continue to provide decent support by New Street Research
- Reliance Industries (Buy, TP: INR 3,270, +11%) Q4 24 Quick Take: Topline accelerated again led by inflection in O2C; balance sheet further strengthened as capex moderates by New Street Research