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MercadoLibre – SVP Strategy Andre Chaves, and IR Richard Cathcart
December 21, 2022
Hosted by Soomit Datta
12:00 ET/ 17:00 UK.
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EURO PAYMENTS FIRESIDE CHAT – ADYEN IR, SANNE MINNEMA
December 21, 2022
Hosted by Soomit Datta
8AM ET, 1PM UK, 2PM CET-A call following initiation last week on the European Payments Sector, with a positive view on Adyen (Buy, TP: EUR1,850).
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Virtual Korean Telco Tour with KT Corp
December 20, 2022
12 Midnight PT, 2am CT, 3am ET, 8am London, 5pm Seoul, 4pm HK/SIN, 7pm SYD-Part -Having released mid-tier price plans in Q3, these calls will allow investors to reassess the competitive dynamics within mobile.
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Government v. Big Tech 4Q22 Tech Policy Call
December 16, 2022
Hosted by Matt Perault & Blair Levin
1pm ET-Among the many topics to be covered:
• The impact of Europe’s Digital Markets Act on Big Tech and its competitors.
• The FTC's suit to block the Meta-Within merger.
• The prospects for government challenges to the Microsoft-Activision
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Virtual Indonesian Tower Tour, call with Head of IR at Protelindo
December 15, 2022
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 12 noon London, 4pm Dubai, 7pm JKT, 8pm SIN/HK,11pm Sydney-These meetings are a great opportunity for investors to gain insights about the latest developments in the Indonesian Tower markets. From the Towercos, we expect discussions around the strong environment and thoughts around the 3.5GHz auction in FY23 and 700Mhz sometime in the future.
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CLIENT CALL: TRIP.COM 3Q22 POST-PRINT TAKEAWAYS
December 15, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT)-) Feedback, and key takeaways post Jin Yoon's Trip.com (BUY) call with management.
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Controversies following Charter’s Analyst Day
December 15, 2022
Hosted by Jonathan Chaplin
We will be hosting a 30-minute conference call on Thursday, December 15th at 2 PM ET, to cover the key controversies that surround Charter and the broader Cable sector.
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Indonesian Tower Tour-Protelindo Conference Call
December 15, 2022
Hosted by Chris Hoare
7:00 ET, 12:00 UK / 20:00 Sing/HK – w/Adam Gifari President Director and Eugene Galbraith Director.
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Virtual Indonesian Tower Tour, call with Head of IR at Tower Bersama
December 13, 2022
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 12 noon London, 4pm Dubai, 7pm JKT, 8pm SIN/HK, 11pm SYD-These meetings are a great opportunity for investors to gain insights about the latest developments in the Indonesian Tower markets. From the Towercos, we expect discussions around the strong environment and thoughts around the 3.5GHz auction in FY23 and 700Mhz sometime in the future.
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Client Call with Singtel’s Arthur Lang, Group CFO
December 12, 2022
Hosted by Chris Hoare
We will be hosting a virtual meeting for NSR clients with Singtel's Group CFO Arthur Lang, on Monday 12th December. Format will be a small group, with the focus on Q&A.
Date: Monday 12th December 2022, 5:30pm Singapore time / 9:30am UK time
Please contact your New Street Research representative if you wish to join.
It has been 1.5 years since Singtel first announced its strategic reset plan. This platform would provide investors with insights into its progress since and the outlook for its capital management and growth engines, in particular NCS and its Data Centres. It would also be good to take pulse on its core Singapore and Australia markets which have seen improvement recently although challenges remain such as the impact on Optus following the Huawei network equipment ban and Telstra-TPG network sharing deal. We are also keen to touch on its key associates, such as Bharti and Telkomsel's merger with Indihome
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CITYFIBRE MGMT INVESTOR CALL- Simon Holden, Group COO and Polly Weitzman, Senior General Counsel
December 12, 2022
Hosted by James Ratzer
3PM UK/ 10AM ET-This is a fascinating time to be speaking with Cityfibre, as their own network build is really starting to ramp up and they are gaining traction signing up retail ISP customers using their wholesale model, in particular via TalkTalk and Vodafone.
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EURO PAYMENTS FIRESIDE CHAT- NEXI CFO, BERNARDO MINGRONE
December 12, 2022
Hosted by Soomit Datta
10AM ET, 3PM UK, 4PM CET
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CLIENT CALL: IQ CALLBACK
December 12, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT)-Jin Yoon to discuss his feedback, and key takeaways post his iQIYI (BUY) update call with IR.
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Analyst Call: Broadband Trends and Controversies
December 12, 2022
Hosted by Jonathan Chaplin
11am ET-We will be hosting a 30-minute conference call to cover new work from our Broadband Trends report and to cover the key controversies that surround the Cable sector.
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Global Telecoms 2023 Top Picks
December 9, 2022
Hosted by Global Telecoms Team
11:30am ET-We are delighted to welcome you to our 2023 Global Telecom Year Ahead call in which the full New Street Research Telecoms team will address what we see as the key telecoms controversies globally and their top picks for 2023.
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Cloud and Data Networking Expert Event.
December 8, 2022
How is hyperscaler capex shaping up for 2023; which vendors are set to benefit. (Virtual).
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The Semicap cycle: what happens next?
December 7, 2022
How deep will the downturn be in 2023 and when can we expect a recovery? What impact will subsidies have and more. Conversation with industry experts.
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TechInsights – Semicap Equipment expert call with Risto Puhakka VP (formerly VSLI Research)
December 7, 2022
Hosted by Pierre Ferragu
11:00 ET / 16:00 UK.
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Virtual Korean Telco Tour-KT Corp
December 6, 2022
00:00 midnight UK, 9:00 Seoul, 8:00 HK/SIN, 11:00 / 19:00 ET.
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Initiating coverage on Mobileye – What future for autonomous driving?
December 6, 2022
Hosted by Pierre Ferragu
10:00am ET.
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European Payments Initiation
December 5, 2022
Hosted by Soomit Datta
Initiation on European Payments (Adyen, Worldline, Nexi) at 10:00 ET / 15:00 UK.
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Twitter & Tesla Discount Call
December 5, 2022
Hosted by Pierre Ferragu and Blair Levin
Discussion on factors driving Tesla performance.
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Power Semis Conf Call with Yole CEO: cyclical or secular.
November 30, 2022
Hosted by Pierre Ferragu
How is the market shaping up in 2023? Updates on silicon carbide: competitive dynamics, adoption, growth (Virtual).
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Aeva CEO Roadshow
November 29, 2022 – November 30, 2022 — Paris & Copenhagen
Hosted by Pierre Ferragu
Contact NSR Technology Infrastructure-ben@newstreetresearch.com
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CLIENT CALL: PDD CALLBACK 3Q22 POST-PRINT TAKEAWAYS
November 28, 2022
Hosted by Jin Yoon
10AM EST (11PM HKT)
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CLIENT CALL: MEITUAN CALLBACK 3Q22 POST-PRINT TAKEAWAYS
November 25, 2022
Hosted by Jin Yoon
10AM EST (11PM HKT)
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Virtual Korean Telco Tour, with SK Telecom, LG Uplus and KT Corp
November 24, 2022 – December 6, 2022
Hosted by Chris Hoare
Format will be a small group, with a focus on Q&A.
The schedule is as follows, all held as Webcasts for NSR clients.
On-line registration is required. Please click on the below links to register.
Thursday 24 November 2022
12 midnight London, 9am Seoul, 8am HK/SIN, 11am SYD
4pm PT, 6pm CT, 7pm ET on 23 November
SK Telecom - Confirmed
REGISTRATION: Please register HERE if you would like to attend.
go.pardot.com/e/584433/ster-WN-XAlD3myBTAScxtXlp7qxzQ/5sb82x/631300695?h=RCVuGDCQi4Z3p0i6CLkC81Pp4oUciJ1G2PoNPZj7yRE
SK Telecom - Confirmed
REGISTRATION: Please register HERE if you would like to attend.
Thursday 24 November 2022
8am London, 5pm Seoul, 4pm HK/SIN, 7pm SYD, 12 midnight PT, 2am CT, 3am ET
LG Uplus – Confirmed
REGISTRATION: Please register HERE if you would like to attend.
https://newstreetresearch.zoom.us/webinar/register/WN_rtiRqjjlTjizz593OnMciw
Tuesday 6 December 2022
12 midnight London, 9am Seoul, 8am HK/SIN, 11am SYD
4pm PT, 6pm CT, 7pm ET on 5 December
KT Corp - Confirmed
REGISTRATION: Please register HERE if you would like to attend.
https://newstreetresearch.zoom.us/webinar/register/WN_O84Rhq66ROmUFXwh4ItcuA
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NSR & BCG Innovation Conference: Beyond 5G. Cloud. Convergence.
November 14, 2022
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Virtual China Telco Tour-Head of China Telecom
November 14, 2022
12:40pm PT, 2:40pm CT, 3:40pm ET, 8:40pm London,
4:40am HK/SIN, 7:40am SYD -Nick Fung – IR
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Virtual Indonesian Tower Tour, calls with Heads of IR at Mitratel, Protelindo and Tower Bersama
November 9, 2022
Hosted by Chris Hoare
5am PT, 7am CT, 8am ET, 1pm London, 5pm Dubai, 8pm JKT, 9pm SIN/HK-Hendra Purnama – Director of Investment at Mitratel. More events to follow.
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Virtual China Telecom Tour-Head of IR at China Unicom
November 9, 2022
Hosted by Chris Hoare
3am PT, 5am CT, 6am ET, 11am London, 7pm HK/SIN, 10pm SYD-Billy Tang - IR
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Virtual China Telco Tour-Head of IR at China Mobile
November 8, 2022
Hosted by Chris Hoare
12 midnight PT, 2am CT, 3am ET, 8am London, 4pm HK/SIN, 7pm SYD-Grace Wong – Company Secretary & GM of Investor Relations Department Clara Hung, Senior Manager of Investor Relations Department, Anthony Chak, Manager of Investor Relations Department
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VODAFONEZIGGO CFO INVESTOR CALL
November 7, 2022
Hosted by James Ratzer
4PM UK/ 11AM ET/ 5PM CET-The Dutch market has been one of the more benign markets in Europe, yet as a leveraged name, VodafoneZiggo's credit spreads have recently widened out materially and this could prove to be an interesting opportunity for investors, as well as for Vodafone and LibertyGlobal shareholders getting an update on the recent business performance.
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INDUSTRY CALL: CHINA HEAD OF DIGITAL ADVERTISING FOR A LEADING GLOBAL AD AGENCY ON SINGLES DAY AND 4Q READTHROUGHS
November 2, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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O2/ HUTCHISON ECJ RULING CALL – WHAT DOES IT MEAN FOR 4:3 CONSOLIDATION W/ EXPERT SPEAKER
October 24, 2022
Hosted by James Ratzer
3PM UK/ 10AM ET-WHAT: On 20th October, the Advocate General of the ECJ is due to deliver a (non-binding) opinion on how the ECJ should rule in the Hutchison/ O2 appeal, which could have a material bearing on the process for future attempts at 4-3 consolidation in the sector. In the majority of cases, the ECJ follows the Advocate General advice and we then expect an official ECJ ruling in mid-December.
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KUAISHOU 3Q22 UPDATE CALL TAKEAWAYS
October 20, 2022
Hosted by Jin Yoon
9AM EST
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WEIBO 3Q22 UPDATE CALL TAKEAWAYS
October 18, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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BIDU Callback with Jin Yoon
October 14, 2022
Hosted by Jin Yoon
AT 9AM EST (9PM HKT), Jin Yoon will discuss his feedback, and key takeaways post his Baidu (BUY) call with IR.
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DADA NEXUS 3Q22 UPDATE CALL TAKEAWAYS
October 13, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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DEALING WITH BOOST
October 13, 2022
Hosted by Jonathan Chaplin
NEW STREET RESEARCH will be hosting a call TODAY at 2PM ET to discuss last night's filing from the Ergen-backed SPAC, ConX ("connects").
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TENCENT MUSIC ENTERTAINMENT UPDATE CALL TAKEAWAYS
October 12, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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JD.COM and TENCENT 3Q22 UPDATE CALL TAKEAWAYS
October 11, 2022
Hosted by Jin Yoon
830AM EST (830PM HKT)
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Trip.com (TCOM US) IR on Business Updates Post Golden Week Holiday
October 11, 2022
Hosted by Jin Yoon
9AM EST
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Jon Leibowitz – Former Senate Staff, FTC Commission & FTC Chair
October 11, 2022
Hosted by Blair Levin
11am EST
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Call with Brian Shepherd, CEO, CSG Systems International (Ticker: CSGS)
October 6, 2022
Hosted by Jonathan Chaplin
• CSG is the BSS provider of choice for many global Communication Service Providers (CSP) including Charter, Comcast and Dish.
• They provide billing software, digital engagement, customer CRM and field service technician management tools to customers.
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CLIENT CALL WITH STONE VP OF FINANCE: RAFAEL MARTINS
October 3, 2022
Hosted by Soomit Datta
Key points to be discussed during the call will be:
• Macro update – signs of easing through Q3, likely boost for TPV?
• Price rises vs higher SELIC - update through Q3
• FY 23 – Pricing expectations as SELIC falls
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CLIENT CALL: ALIBABA FY2Q23 UPDATE CALL
September 29, 2022
Hosted by Jin Yoon
8AM EST (8PM HKT)-New Street analyst Jin Yoon to discuss his feedback, and key takeaways post his Alibaba (BUY) call with IR.
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Call with IHS Towers CFO, Steve HOWDEN
September 28, 2022
Hosted by Chris Hoare
10AM EST / 3PM UK
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CLIENT CALL-AMX TOWER SPIN – SITIOS LATINOAMERICA
September 28, 2022
Hosted by Soomit Datta
Ahead of tomorrow's Sept 29th anticipated listing on the BMV of AMX's Tower Portfolio, Sitios Latinoamerica (Ticker LASITE), New Street Research Analyst SOOMIT DATTA will provide an overview of the equity opportunity as well as early valuation pointers.
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Virtual Meeting with PT Telkom
September 28, 2022
Hosted by Chris Hoare
7:30am ET, 12:30pm London-These meetings are a great opportunity for investors to get insights about the latest developments in the Indonesian Telco market, get updates on the key themes for 2022 and/or ask any questions directly to the companies.
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Call with Head of IR at XL Axiata
September 26, 2022
Hosted by Chris Hoare
7:30am ET, 12:30pm London
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TRIP.COM 2Q22 POST-PRINT TAKEAWAYS
September 22, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT) - Jin to discuss his feedback, and key takeaways post his Trip.com (BUY) call with management.
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Virtual Meeting with Indar Singh Dhaliwal, Indosat, VP – Investor Relations
September 22, 2022
Hosted by Chris Hoare
7am ET, 12 noon London-Given the recent quarter’s sequential improvement in mobile pricing, we expect discussions about the improving competitive environment post consolidation, tariffs and 5G.
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CLIENT CALL WITH AMERICA MOVIL CFO: CARLOS GARCIA MORENO
September 21, 2022
Hosted by Soomit Datta
12 PM EST / 5 PM UK- LatAm telcos remain out of favour this year and bellwether AMX has pulled back to more interesting levels. Q2s were pretty solid, Brazilian wireless was excellent.
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2nd Annual Semiconductor Big Idea conference
September 20, 2022
Hosted by Pierre Ferragu
2nd Annual Semiconductor Big Idea conference, organized jointly by New Street Research and Boston Consulting Group. The full-day virtual event will feature a unique group of speakers from across the technology value chain who will share their perspective on the future of the semiconductor industry.
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Expert Speaker Series: Telcos Mobile Money with Millicom CEO – Mauricio Ramos
September 16, 2022 — Virtual
Hosted by Soomit Datta
We are pleased to announce the start of an Expert Speaker Series to discuss Mobile Money, starting with the Millicom CEO, Mauricio Ramos. Ambitions at Millicom are high as management attempt to evolve the existing remittance model into a 2-sided Payments and Banking ecosystem for Merchants and Consumers.
Friday 16th September, 10am EST (3pm UK)
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Client Call with call with Jon Schleuss, President of the News Guild of the Communications Workers of America
September 16, 2022
Hosted by Blair Levin
WHY: Unions are enjoying a resurgence of popularity, with Gallup reporting that approval of unions has hit its highest level in 57 years, with Unions winning more representation elections in 2022 than they have in nearly 20 years. That popularity, in conjunction with an Administration that prides itself on union-friendly policies has also led to a resurgence in political influence.
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Government v. Big Tech 3Q22 Tech Policy Call
September 15, 2022
Hosted by Blair Levin & Matt Perault
Our 3Q presentation will cover the following topics:
• The FTC's suit to block the Meta-Within merger.
• The prospects for government challenges to the Microsoft-Activision merger.
• The impact of the Supreme Court's abortion decision on tech regulatory risk at the state level.
• Whether Elon Musk's attempted acquisition of Twitter is overrated or underrated.
• How midterm elections in the United States may impact regulatory risk in the tech sector.
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EU ENERGY CRISIS – RISK TO EUROPEAN COMMUNICATIONS
September 9, 2022
Hosted by James Ratzer
3PM UK/ 10AM ET - We have just published a new report looking at the impact of inflationary cost pressure, including a deep-dive into the issue of rising energy costs. We also look at wages, and other inflationary cost items, and stress-test our forecasts to see if estimates are exposed or if the sector has levers it can pull to preserve FCF.
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BILIBILI 2Q22 POST-PRINT TAKEAWAYS SEP 8TH
September 8, 2022
Hosted by Jin Yoon
1030AM EST (1030PM HKT)-Analyst Jin Yoon ) to discuss his feedback, and key takeaways post his Bilibili (BUY) management callback on the 2Q22 print.
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CLIENT CALL WITH DLOCAL CFO: DIEGO CABRERA CANA
September 7, 2022
Hosted by Soomit Datta
10AM EST / 3PM UK -: We upgraded DLOCAL HERE just before the Q1s seeing a good entry point.
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Call with KDDI Investor Relations
September 6, 2022
Hosted by Chris Hoare
(5th September US time)-00:30am London, 8:30am Tokyo, 7:30am HK/SIN, 9:30am SYD , 7:30pm ET
Ikuko Hongou, General Manager, Investor Relations Department
Azusa Inagawa, Disclosure Advancing Group, Investor Relations Department
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Call with Jing Ma, Head of IR at Softbank KK
September 6, 2022
Hosted by Chris Hoare
Tuesday 6th September 2022 -4am PT, 6am CT, 7am ET, 12 noon London , 8pm Tokyo, 7pm HK/SIN, 9pm SYD
SOFTBANK KK – CONFIRMED
Jing Ma, Head of IR
Spaces are limited, so please contact your New Street Research representative if you wish to join (see below for contact details).
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CALL w/NU HOLDINGS NEW HEAD OF IR, JORG FRIEDEMANN
September 6, 2022
Hosted by Soomit Datta
9AM EST/ 2PM UK - . We welcome Jorg in his new role, fresh from his sell-side role at Citi covering LatAm financials, and look to gain his perspectives on a variety of subjects.
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Client Call with NTT
September 5, 2022
Hosted by Chris Hoare
Monday 5th September 2022 (4th September US time)-1am London, 9am Tokyo, 8am HK/SIN, 10am SYD
5pm PT, 7pm CT, 8pm ET on 4 Sep
Spaces are limited, so please contact your New Street Research representative if you wish to join (see below for contact details).
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Client Call with Rakuten-Jeremy Tonkin, Head of IR
September 5, 2022
Hosted by Chris Hoare
(Sept. 4th US Times) 5am PT, 7am CT, 8am ET, 1pm London, 9pm Tokyo, 8pm HK/SIN, 10pm SYD
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WB CALLBACK W/ JIN YOON
September 1, 2022
945AM EST (945PM HKT)-Jin to discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 2Q22 print.
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CLIENT CALL WITH TELEFONICA BRASIL / VIVO CEO: CHRISTIAN GEBARA
September 1, 2022
Hosted by Soomit Datta
9AM EST / 2PM UK-We think investors should be focused on the Brazilian telcos market right now.
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Understanding Tesla’s Free Cash Flow power
August 31, 2022
Hosted by Pierre Ferragu
11am ET /4pm UK time-From early on (spring 2018) our team has published unique research about how Tesla generates cash, and we have several times anticipated cash movements that Wall Street analysts missed. On this call, we will go over our work on Tesla's cash generation in detail.
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CLIENT CALL WITH PAGSEGURO HEAD OF IR: ERIC DE OLIVEIRA
August 31, 2022
Hosted by Soomit Datta
12PM EST/ 5PM UK - Key points to be discussed during the call include price rises vs higher SELIC, competitive environment: SMB and micro, and net adds / higher merchant TPV/add.
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BAIDU AND IQIYI 2Q22 POST-PRINT TAKEAWAYS
August 30, 2022
Hosted by Jin Yoon
11AM EST (11PM HKT)-Analyst Jin Yoon will discuss his feedback, and key takeaways post his Baidu (BUY) and iQIYI (BUY) management callbacks on the 2Q22 print.
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PINDUODUO 2Q22 POST-PRINT TAKEAWAYS
August 29, 2022
10AM EST (10PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 2Q22 print.
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JD.COM 2Q22 POST-PRINT TAKEAWAYS
August 23, 2022
Hosted by Jin Yoon
1145AM EST (1145PM HKT)
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DADA NEXUS AND KUAISHOU 2Q22 POST-PRINT TAKEAWAYS
August 23, 2022
Hosted by Jin Yoon
930AM EST (930PM HKT)-Jin will discuss his feedback, and key takeaways post his Dada Nexus (BUY) and Kuaishou (BUY) management callback on the 2Q22 print.
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Call with Edgar Fu, Head of IR at China Tower
August 22, 2022
Hosted by Chris Hoare
6am PT, 8am CT, 9am ET, 2pm London, 9pm HK/SIN, 11pm SYD
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VIPS CALLBACK W/ JIN YOON VIPSHOP 2Q22 POST-PRINT TAKEAWAYS
August 19, 2022
Hosted by Jin Yoon
AT 930AM EST (930PM HKT), Jin Yoon will discuss his feedback, and key takeaways post his Vipshop (NEUTRAL) management callback on the 2Q22 print.
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TENCENT CALLBACK W/ JIN YOON TENCENT 2Q22 POST-PRINT TAKEAWAYS
August 17, 2022
Hosted by Jin Yoon
1130AM EST (1130PM HKT)-Jin to discuss key takeaways post his Tencent (BUY) management callback on the 2Q22 print.
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TME AND SE CALLBACK W/ JIN YOON TENCENT MUSIC ENTERTAINMENT AND SEA LTD POST-PRINT TAKEAWAYS
August 16, 2022
Hosted by Jin Yoon
11AM EST (11PM HKT)-
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VISION FUND CFO Investor event with Navneet Govil
August 15, 2022
Hosted by Pierre Ferragu
12:15pm ET-The Vision Fund is core to our conviction on SoftBank Group. We see material long-term upside, and while we recognize downside risks in the near-term, we see them as largely absorbed by the way SoftBank Group is exposed to the fund and its current holding discount.
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ALIBABA FY1Q23 POST-PRINT TAKEAWAYS
August 4, 2022
Hosted by Jin Yoon
11AM EST (11PM HKT)-Jin will discuss his feedback, and key takeaways post his Alibaba (BUY) management callback on the CY2Q22 print.
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CLIENT CALL WITH TIM BRASIL CEO: ALBERTO GRISELLI
August 3, 2022 — Virtual
Hosted by Soomit Datta
We think investors should be focused on the Brazilian telcos market right now. We will explore:
• Run through of Q2 22 results (release after close on August 1)
• The significant potential upside from the expected change in ICMS ruling on the sector (see ICMS Savings could lift EBITDA by 20%)
• Progress made over the Summer integrating Oi Wireless
• 5G launch efforts and pricing opportunities
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GOTO GOJEK TOKOPEDIA PT INITIATION COVERAGE CALL
July 26, 2022
Hosted by Jin Yoon
11AM EST (11PM HKT)-New Street Research Asian Internet analyst Jin Yoon, will be hosting a TEACH-IN CALL to go over his initiation on GOTO (NEUTRAL).
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ALTICE USA – SUDDENLINK DEAL SPECULATION
July 22, 2022
Hosted by Jonathan Chaplin and Blair Levin
10:00am ET- NEW STREET RESEARCH's Jonathan Chaplin, US Communications analyst, and Blair Levin, New Street TMT Policy analyst, will be discuss initial thoughts on deal speculation regarding Altice USA potentially selling its Suddenlink assets.
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BILIBILI, MEITUAN, AND KUAISHOU UPDATE CALL TAKEAWAYS
July 21, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-: Asian Internet analyst Jin Yoon to discuss his feedback, and key takeaways post his Bilibili (BUY), Meituan (BUY) and Kuaishou (BUY) calls with IR.
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Is the second-hand GPU market overheating? with industry expert, Mark D’Aria
July 20, 2022
Hosted by Pierre Ferragu
11:00 US / 16:00 UK-Please join New Street Research for this virtual event with Mark D’Aria, CEO at bit pro.
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SHOW ME THE (MOBILE) MONEY!
July 18, 2022
Hosted by Soomit Datta
10AM ET / 3PM UK-We continue to see Mobile Money (Money Transfers, Payments, Digital banking and Lending) as one of the key non-core drivers of the Telcos sector, notably in Emerging Markets and Developed Asia.
On this call we will deep dive into who is doing what in the Fintech world, and where, and consider which Telcos are most positively exposed.
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DISH: FIVE THINGS THE MARKET IS MISSING
July 18, 2022
Hosted by Jonathan Chaplin
10AM ET - Analyst Jonathan Chaplin to discuss why we think the credit and equity markets are wrong about Dish.
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DISH: A Clear Path Through Tricky Terrain
July 18, 2022 — Virtual
Hosted by Jonathan Chaplin
We will be hosting a conference call on MONDAY, JULY 18th at 10AM ET to discuss why we think the credit and equity markets are wrong about Dish. We think the credit at Dish is more secure than current market prices suggest, and the perceived credit risk seems to be weighing on the equity too. The call will be hosted by Jonathan Chaplin, head of New Street's US Communications team.
Topics we'll discuss on the call include:
• Dish is two companies - DBS and NetworkCo which will eventually be separated
• DBS generates enough cash to pay off all debt as it matures
• Current DBS value is negligible but would be boosted considerably by a merger with DTV
• The strategy at NetworkCo has shifted and will now need only $5BN of funding, much lower than what most believe
• The NetworkCo is EBITDA breakeven and should remain so while the network is deployed
• The credit at both, DBS and NetworkCo, is not as bad as it seems
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BAIDU and DADA NEXUS 2Q22 UPDATE CALL TAKEAWAYS
July 14, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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Client Call: Tencent Callback with Jin Yoon
July 13, 2022
Hosted by Jin Yoon
9AM EST-Jin Yoon to discuss his feedback, and key takeaways post his Tencent (BUY) call with IR.
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New Street Research Meetings at Semicon West 2022
July 12, 2022
Hosted by Pierre Ferragu
Preliminary Meeting Agenda – Semicon West 2022 – New Street Research
Wednesday – 13 July
AEHR Test Systems (10:00-10:45) – Gayn Erickson (CEO), Ken Spink (CFO). U.S. based provider of test systems for “burn-in” processes. Guided to grow 3x YoY in FY22 as the company benefits from strong exposure to the high growth Silicon Carbide market. Aehr is engaged with all leading suppliers of SiC. How sustainable is this growth profile as SiC ramps over the next 10 years, who are Aehr’s competitors, what is its technological advantage?
AMAT (11:00-12:00) – Dr. Uday Mitra (VP Engineering), Dr. Kevin Moraes (VP Products and Marketing). Deep dive with two of AMAT’s executives in charge of the company’s initiatives in backside power distribution & heterogeneous integration/hybrid bonding. Learn about how, why, and when these upcoming material innovations will be adopted, how they will change semicap equipment spending, and which semicap equipment vendors stand to benefit most.
ONTO Innovation (13:00-13:30) – Mike Plisinki (CEO), Mark Slicer (CFO). #1 player in wafer level packaging inspection systems. Can Process Control intensity increase in the WFE mix as innovations such as Gate All Around, hybrid bonding, 3D DRAM, and stacking in NAND increase complexity? How is ONTO positioned with its metrology portfolio, how do its new products in panel packaging, compound semis, and common films stack up vs. competitors?
Tokyo Electron (16:00-16:50) – Koichi Yatsuda (Principal Investor Relations). Thoughts of one of the top 5 semicap equipment suppliers on the cycle: how sustainable is demand in trailing edge logic, what are the risks in other market segments? How deep can a pull-back in WFE be?
Thursday – 14 July
Soitec (11:00-12:00) – Steve Babureck (VP Investor Relations). Leading supplier of Silicon-on-Insulator (SOI) technology – how does SOI compare to conventional silicon; how will its penetration increase in coming years? Will Soitec shake up the Silicon Carbide wafer manufacturing industry with its SmartSiC technology?
Advantest (12:15-12:45) – Ricky Kobayashi (Head of Investor Relations), Junko Oike (Section Manager Investor Relations). #1 global player in semiconductor test equipment (both memory and SoC).
Alpha & Omega (details TBD). Pure play power semiconductor company with a 300mm fab in China. Can it compete with Infineon, ON Semi, and STM? How does it plan to bridge the gap in technology and manufacturing expertise? Can it break into the fast-growing Electric Vehicle and Clean Energy power semi markets?
Everspin (details TBD). Leading developer of emerging memory class (MRAM). Understand how MRAM compares to conventional memory technologies, what is the route to market, how does it compare to other emerging memory classes? How does semicap intensity of MRAM and other upcoming memory technologies compare vs. NAND and DRAM?
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CLIENT CALL: JD CALLBACK W/ JIN YOON JD.COM 2Q22 UPDATE CALL TAKEAWAYS JUL 12TH, 9AM EST (9PM HKT)
July 12, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his JD.com (BUY) call with IR.
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– Japanese Telcos: Life in the Golden Age and Rakuten’s price target cut
July 7, 2022
Hosted by Chris Hoare
10AM ET/3PM UK-It is now clear that NTT and KDDI have entered a phase of faster growth, which we call The Golden Age. We expect SoftBank to enter it in 1-2 years. Stocks are not priced for this, nor for the likelihood that Rakuten scales back or exits its MNO business.
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CLIENT CALL WITH BANCO INTER CEO: JOAO VITOR MENIN
July 7, 2022
Hosted by Soomit Datta
9:30 AM EST/ 2:30 PM UK-The June 23rd listing in the US (INTR US) has driven a significant change in the shareholder base at Inter. Passive Brazilian funds have exited and the share price has been consequently weak. Inter is at the start of a process to build a fresh investor base and has an interesting story to tell.
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TENCENT MUSIC ENTERTAINMENT UPDATE CALL TAKEAWAYS
July 6, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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CALL: BABA CALLBACK W/ JIN YOON ALIBABA FY1Q23 UPDATE CALL TAKEAWAYS
July 4, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-Discussion of feedback, and key takeaways post his Alibaba (BUY) call with IR.
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NOS – CFO, Jose Pedro da Costa, London non-deal roadshow, with IR Maria Joao Carrapato
July 1, 2022
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Semicap Equipment – Client Call
July 1, 2022
Hosted by Pierre Ferragu
1am ET/4pm BST. Discussion on the next 5 years. Secular drivers and the next peak.
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TCOM and VIPS CALLBACK W/ JIN YOON TRIP.COM 1Q22 POST-PRINT and VIPSHOP 2Q22 UPDATE CALL TAKEAWAYS
June 28, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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The 5G FWA Opportunity for EM – Connecting a billion homes
June 23, 2022
Hosted by Chris Hoare
11am ET, 4pm UK-There are c. 1bn homes that lack broadband globally, the vast majority of which are in Emerging Markets. Broadband today reminds us of mobile in 2000 ahead of the 2G EM bonanza, with penetration high in DM & low in EM and most analysts predicting this to remain the case for many years.
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DISH: THE OPPORTUNITY FOR UPSIDE IN FAILURE
June 21, 2022
Hosted by Jonathan Chaplin
11:00am ET-We explore the value of Dish’s assets, in the event that the network business fails. Our newly published work suggests that the assets are worth significantly more than the current equity value implies, even in a “fire sale”.
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• Cloud, Datacentre &Data Networking outlook with 650 Group Co-FOUNDER, Alan Weckel
June 21, 2022
Hosted by Pierre Ferragu
12PM ET / 5PM UK
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DIRECTOR OF A LEADING SPORTS APPAREL BRAND ON 618 READTHROUGH
June 14, 2022
Hosted by Jin Yoon
10AM EST (10PM HKT). Primary focus on e-commerce industry in China, latest developments and updates on 6/18 sales, and other potential readthroughs to partners including JD, PDD, VIPS and Alibaba.
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Japanese Internet & Telco Webinar – ZOZO, Keita Akatsuka, General Manager
June 10, 2022
Hosted by Chris Hoare
04:00 ET / 9:00 UK
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BILIBILI MANAGEMENT POST-PRINT TAKEAWAYS
June 9, 2022
Hosted by Jin Yoon
10:30am ET-Jin Yoon ) to discuss his feedback, and key takeaways post his Bilibili (BUY) management callback on the 1Q22 print.
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Japanese Internet & Telco Webinar – KDDI, Ikuko Hongou, General Manager
June 9, 2022
Hosted by Chris Hoare
05:00 ET, 10:00 UK
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Japanese Internet & Telco Webinar – Softbank KK, Jing Ma, Head of IR
June 9, 2022
Hosted by Chris Hoare
8:00 ET, 13:00 UK. Please contact sales to participate.
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Japanese Internet & Telco Webinar – Rakuten, Jeremy Tonkin, Head of IR
June 8, 2022
Hosted by Chris Hoare
8th June 8:00 ET / 13:00 UK
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State of China Supply Chain and Logistics Post Lockdown
June 7, 2022
Hosted by Jin Yoon
10AM EST (10PM HKT)-:
An Industry Call with a Director at SF Express, primarily focusing on the state of supply chain and logistics post lockdowns in China and readthroughs to e-commerce names including BABA and JD.
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Japanese Internet & Telco Webinar – Z Holdings
June 7, 2022
Hosted by Chris Hoare
Z Holdings
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Protelindo – Client call with Head of IR Adam Gifari and Director Eugene Galbraith
June 7, 2022
Hosted by Chris Hoare
8am EST/1pm BST
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WB 1Q22 CALLBACK W/ JIN YOON
June 1, 2022
Hosted by Jin Yoon
945AM EST (945PM HKT-Jin Yoon will discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 1Q22 print.
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SINGTEL GROUP LONDON INVESTOR LUNCH WITH ARTHUR LANG, GROUP CFO KELLY BAYER ROSMARIN, CEO OPTUS ADRIAN SEAH, DIRECTOR INVESTOR RELATIONS
May 30, 2022
Hosted by Chris Hoare
1pm UK-Please reach out to your salesperson if you are interested in attending.
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INNOVATORS & DISRUPTORS: Can Wireless Fiber Optics Change The Game For Data Transport?
May 24, 2022
Hosted by Jonathan Chaplin
10:00am ET-We are kicking off our Innovators & Disruptors series with a discussion with Rohit Jha (CEO) and Brad Ridge (Head of Business Development) from Transcelestial, a company delivering wireless fiber connectivity via lasers at the speed of light. Today, the technology delivers 10Gbps with ultra-low latency over distances of 3km with plans to release a 25Gbps service in 2022. The next step in the evolution of Transcelestial’s story will see them launch the world’s first true laser to laser space network capable of delivering 100s of gigabits of connectivity to anyone, anywhere on the planet.
Transcelestial’s platform has been deployed by major carriers and ISPs in Asia, with expansion to Europe and the US already underway. The company has attracted investment from prominent VC, carrier, and government backers (including the US government).
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CLIENT CALL: KUAISHOU AND NTES CALLBACK
May 24, 2022
Hosted by Jin Yoon
1045AM EST (1045PM HKT)-Jin Yoon will discuss his feedback, and key takeaways post his Kuaishou (BUY) and NetEase (BUY) management callback on the 1Q22 print
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US/CHINA TRADE & TECH POLICY OVERVIEW EXPERT SPEAKER SAMM SACKS, YALE SENIOR FELLOW
May 20, 2022
Hosted by Matt Perault
11am ET-The call will feature expert speaker Samm Sacks (BIO), a Senior Fellow at Yale Law School’s Paul Tsai China Center and a cyber policy fellow at New America. Her research examines China’s information and communications technology (ICT) policies, with a focus on China’s cybersecurity legal system, the U.S.-China technology relationship, and the geopolitics of data privacy and cross-border data flows. The call will be hosted by Matt Perault, who leads New Street’s Tech/Internet regulatory analysis. In addition, the call will have speakers, Blair Levin, New Street’s Telecom and Media policy analyst, Pierre Ferragu, the head of New Street’s Technology Infrastructure research; and Jin Yoon, New Street's Asian Internet analyst.
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VIPS 1Q22 CALLBACK W/ JIN YOON
May 19, 2022
Hosted by Jin Yoon
930AM EST (930PM HKT)
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TENCENT 1Q22 CALLBACK W/ JIN YOON
May 18, 2022
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JD.COM AND SEA LTD POST-PRINT TAKEAWAYS
May 17, 2022
Hosted by Jin Yoon
12PM EST (MAY 18TH, 12AM HKT)-Jin Yoon to discuss his feedback, and key takeaways post his JD.com (BUY) and Sea Ltd (BUY) management callback on the 1Q22 print.
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Investor event with Navneet Govil, Vision Fund CFO
May 16, 2022
Hosted by Pierre Ferragu
10:30am ET-The Vision Fund is core to our conviction on SoftBank Group. We see material long-term upside, and while we recognize downside risks in the near-term, we see them as largely absorbed by the way SoftBank Group is exposed to the fund and its current holding discount.
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Aeva – Non deal London Roadshow with CEO & CFO, Soroush Salehian & Saurabh Sinha
May 12, 2022
Hosted by Pierre Ferragu
Please contact sales to discuss participation.
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CHINA DIGITAL AD CATCH UP: HEAD OF A LEADING GLOBAL AD AGENCY IN CHINA
May 11, 2022
Hosted by Jin Yoon
10AM EST (10PM HKT)-On the call, we will focus primarily on the digital advertising outlook in China and updates to key platforms including but not limited to Alibaba, Tencent, Douyin, Baidu, and JD.
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Japanese Internet & Telco Webinar – NTT
May 10, 2022
Hosted by Chris Hoare
Date and Time TBC. Please contact sales to participate.
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LIBERTY LATIN AMERICA – Client call with CFO Chris Noyes
May 10, 2022
Hosted by Soomit Datta
10am ET / 3pm BST-
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INDIAN MOBILE: RELIANCE INDUSTRIES INITIATION AND BHARTI MONETISING DIGITAL
May 3, 2022
Hosted by Chris Hoare
10AM ET/3PM UK-Reliance Industries (RIL) is a remarkable company which has demonstrated its ability to execute across multiple verticals, especially in mobile with the most successful EM telco entry ever. We expect strong market share performance in sectors as diverse as Fibre, Organized Retail, and OTT digital services, which explains why, despite the strong performance, we continue to see upside.
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BILIBILI 1Q22 UPDATE CALL TAKEAWAYS
May 2, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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State of China Supply Chain and Logistics During this Covid Surge
April 28, 2022
Hosted by Jin Yoon
1030AM EST (1030PM HKT)-JIN YOON TO HOST DIRECTOR AT SF EXPRESS
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TCOM 1Q22 CALLBACK W/ JIN YOON
April 28, 2022
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on APR 27TH, AT 9AM EST (9PM HKT) to discuss his feedback, and key takeaways post his Trip.com (BUY) update call with IR.
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How Regulation Will Impact the Value of Big Tech Platforms
April 20, 2022
Hosted by Matt Perault
10:00am ET- New Street Research is rolling out a new service, designed to help investors understand what matters and what doesn’t in the efforts by governments around the world to rein in the market dominance and other powers of the Big Tech companies. We will be rolling out the second iteration of this product with a presentation summarizing the evolution of regulatory risk in the tech sector.
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KEY 1Q22 CONTROVERSIES FWB, BROADBAND NET ADDS…AND OTHER THINGS
April 20, 2022
Hosted by Jonathan Chaplin
2PM ET-We will discuss the current controversies around Fixed Wireless Broadband (FWB) net adds for 2022 and the implications for Cable net adds in 2022. Jonathan Chaplin, our head of US Communications research will run through some slides covering the following topics before opening to questions.
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IQ CALLBACK W/ JIN YOON IQIYI UPDATE CALL TAKEAWAYS
April 19, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on APR 19TH, AT 9AM EST (9PM HKT) to discuss his feedback, and key takeaways post his iQIYI (BUY) update call with IR.
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TENCENT CALLBACK W/ JIN YOON
April 14, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his Tencent (BUY) update call with IR.
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DADA CALLBACK W/ JIN YOON DADA NEXUS UPDATE CALL TAKEAWAYS
April 13, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-Jin to discuss his feedback, and key takeaways post his Dada Nexus Ltd (BUY) update call with IR.
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JD.COM UPDATE CALL TAKEAWAYS
April 12, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-Analyst Jin Yoon will discuss his feedback, and key takeaways post his JD.com (BUY) update call with IR.
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PAGSEGURO CFO, ARTUR SCHUNCK
April 12, 2022
Hosted by Soomit Datta
9am ET/2pm UK.
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CLIENT CALL: BIDU 1Q22 CALLBACK
April 11, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)
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Fiber to the Future: Key Takeaways Call
April 8, 2022
Hosted by Jonathan Chaplin
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Virtual Indonesian Telco & Towers Tour-TOWER BERSAMA
March 30, 2022
Hosted by Chris Hoare
8am ET, 1pm London, 8pm SIN-Ahna Dewan – Head of IR
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NSR Global Infrastructure Conference: Fiber to the Future
March 29, 2022
Hosted by New Street Research
What: Building on the work done by our Global Telecom team on the rollout of broadband infrastructure across the globe, we are delighted to announce a new conference focused on building "Fiber to the Future".
Confirmed presenting companies (so far): Altice US, Apollo Global Management, Cable One, CityFibre, Chorus, Clearwave Fiber, Consolidated Communications, Corning, Comcast, Deutsche Glasfaser, Dycom, EQT, Frontier, G.Network, GTCR, KKR, Liberty Global, Lumen, Nextel, OpenReach, Orange, Shentel, Starry, TDS, Tele2, and Verizon.
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KUAISHOU CALLBACK W/ JIN YOON KUAISHOU 4Q21 POST PRINT TAKEAWAYS
March 29, 2022
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on MAR 29TH, AT 11AM EST (11PM HKT) to discuss his feedback, and key takeaways post his Kuaishou (BUY) management callback on the 4Q21 print.
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: VIPS CALLBACK W/ JIN YOON VIPSHOP UPDATE CALL TAKEAWAYS
March 28, 2022
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on MAR 28TH, AT 9AM EST (9PM HKT) to discuss his feedback, and key takeaways post his Vipshop (NEUTRAL) update call with IR.
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MEITUAN 4Q21 CALLBACK
March 25, 2022
Hosted by Jin Yoon
11AM EST (11PM HKT)
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CEO & CFO of Indosat Ooredoo Hutchison (IOH)
March 23, 2022
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 11am London, 3pm Dubai, 6pm JKT, 7pm SIN, 10pm SYD
INDOSAT OOREDOO HUTCHISON (IOH) – CONFIRMED
Vikram Sinha - CEO
Nicky Lee - CFO
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CEO OF AIRTEL AFRICA
March 23, 2022
Hosted by Chris Hoare
5:30am PT, 7:30am CT, 8:30am ET, 12:30pm London, 2:30pm SAST, 4:30pm Dubai, 8:30pm SIN/HK, 11:30pm SYD
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Investor Call with NU HOLDINGS HEAD OF IR, FEDERICO SANDLER and CFO, GUILHERME LAGO
March 22, 2022
Hosted by Soomit Datta
9AM ET / 10AM BR / 1PM UK-NU came to market at a difficult time in the Brazilian macro and broader equity cycle and is off 20% since IPO. We will look to discuss whether this performance is a function of broader market sentiment, or more company specific issues.
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PDD 4Q21 CALLBACK W/ JIN YOON PINDUODUO MANAGEMENT POST-PRINT TAKEAWAYS
March 21, 2022
Hosted by Jin Yoon
10AM EST (10PM HKT)
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ORANGE-MASMOVIL DEAL APPROVAL ODDS CALL – WITH EX-LEGAL ADVISOR TO DG-COMP, PABLO ASBO
March 17, 2022
Hosted by James Ratzer
4PM UK/ 12PM ET-Now that an in-market EU 4-3 deal has been announced in Spain, we continue our series of Expert Calls on the European M&A landscape.
We are delighted to welcome Pablo Asbo, Head of the Brussels Office at Sovereign Strategy, and a former legal advisor to DG-COMP (the European Competition Authority) at 4PM UK/ 12PM ET, on THURSDAY 17th MARCH, to discuss the Orange-Masmovil deal in more detail.
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CLIENT CALL – MERCADOLIBRE HEAD OF FINTECH – OSVALDO GIMENEZ
March 17, 2022
Hosted by Soomit Datta
09:00 ET-Fintech is worth one third of Group revenue and is growing fast.
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Everything Rally for Chinese Internet – Policy Takes a Favorable Turn for a Risk-On Rally Takeaways
March 16, 2022
Hosted by Jin Yoon
9AM EST (9PM HKT)-). On the call, we will focus primarily on our favorite ideas and key takeaways from the special meeting held by the Financial Stability and Development Committee chaired by Vice Premier Liu He.
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Virtual Indonesian Telco & Towers Tour-MITRATEL
March 14, 2022
9am ET, 1pm London, 9pm SIN-Hendra Purnama – Director of Investment
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JD.COM MANAGEMENT POST-PRINT TAKEAWAYS
March 10, 2022
Hosted by Jin Yoon
1030AM EST (1130PM HKT)
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Virtual Indonesian Telco & Towers Tour-TELKOM INDONESIA
March 10, 2022
Hosted by Chris Hoare
8am London, 4pm SIN-Andi Setiawan – VP Investor Relation, Achmad Faisal (Ivan) – AVP Shareholder Relation,
Rendyansyah Jovian – GM Investor Relation, Ardi Desento – Manager Investor Relation
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Virtual Indonesian Telco & Towers Tour-XL AXIATA
March 10, 2022
Hosted by Chris Hoare
7am ET, 12 noon London, 8pm SIN-Budi Pramantika - CFO
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Virtual Indonesian Telco & Towers Tour-PROTELINDO
March 10, 2022
Hosted by Chris Hoare
9am ET, 2pm London, 10pm SIN-Adam Gifari – President Director
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DADA NEXUS LTD MANAGEMENT POST-PRINT TAKEAWAYS
March 9, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT)
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Conference Call Invite: GPU crypto mining: speak to the expert
March 4, 2022
Hosted by Pierre Ferragu
11am ET / 4pm UK time - We have the pleasure of hosting Mark D'Aria, CEO at Bitpro Consulting, a firm specialized in the used crypto mining equipment market, for a virtual small group investor meeting.
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M&A in the metaverse: a policy view on Microsoft/Activision
March 4, 2022
Hosted by Blair Levin
10AM ET-A policy discussion about the most significant and largest deal under government review right now: Microsoft's proposed acquisition of Activision. The call will be hosted by Blair Levin and Matt Perault of New Street's Policy Research Group.
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BILIBILI and WEIBO MANAGEMENT POST-PRINT TAKEAWAYS
March 3, 2022
Hosted by Jin Yoon
930AM EST (1030PM HKT)
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Japanese Internet & Telco Webinar-Z HOLDINGS
March 2, 2022
Hosted by Chris Hoare
12:30am London, 9:30am Tokyo, 8:30am HK/SIN, 11:30am SYD
4:30pm PT, 6:30pm CT, 7:30pm ET on 1 March
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Japanese Internet & Telco Webinar-SOFTBANK KK – CONFIRMED
March 2, 2022
Hosted by Chris Hoare
3am PT, 5am CT, 6am ET, 11am London , 8pm Tokyo, 7pm HK/SIN, 10pm SYD
Jing Ma, Head of IR
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Japanese Internet & Telco Webinar-NTT
March 1, 2022
Hosted by Chris Hoare
12am(Midnight) London, 9am Tokyo, 8am HK/SIN, 11am SYD
4pm PT, 6pm CT, 7pm ET on 28 February
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Japanese Internet & Telco Webinar-RAKUTEN
March 1, 2022
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 12 noon London, 9pm Tokyo, 8pm HK/SIN, 11pm SYD
RAKUTEN – CONFIRMED
Jeremy Tonkin, Head of IR
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BIDU and IQ 4Q21 CALLBACK
March 1, 2022
Hosted by Jin Yoon
10AM EST (11PM HKT)
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Japanese Internet & Telco Webinar-KDDI
February 28, 2022
Hosted by Chris Hoare
1am PT, 3am CT, 4am ET, 9am London, 6pm Tokyo, 5pm HK/SIN, 8pm SYD
KDDI – CONFIRMED
Ikuko Hongou, General Manager
Azusa Inagawa, Senior Staff, Disclosure Planning Group
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ALIBABA, and NETEASE CY4Q21 POST-PRINT TAKEAWAYS
February 24, 2022
Hosted by Jin Yoon
11AM EST (FEB 25TH, 12AM HKT)
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VIPSHOP MANAGEMENT POST-PRINT TAKEAWAYS
February 23, 2022
Hosted by Jin Yoon
930AM EST (1030PM HKT)
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INVITE: EU M&A DEAL APPROVAL ODDS CALL – WITH EX-LEGAL ADVISOR TO DG-COMP, PABLO ASBO
February 23, 2022
Hosted by James Ratzer
4PM UK/ 11AM ET-We continue our series of Expert Calls on the European merger landscape.
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INTER CFO – HELENA LOPES CALDEIRA
February 23, 2022
Hosted by Soomit Datta
08:00 ET / 1PM UK-We initiated on Inter recently with a positive view based on the US growth opportunity and a more defensive core business.
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EXPERT CALL WITH EX-LEGAL ADVISOR TO DG-COMP, PABLO ASBO
February 23, 2022
Hosted by James Ratzer
4PM UK/ 11AM ET-A call with Pablo Asbo, Head of the Brussels Office at Sovereign Strategy to discuss potential consolidation in the mobile and tower markets where the Brussels jurisdiction is relevant.
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GLOBAL EM TELCOS – DATA CENTRES: DATA EXPLOSION/LOCALIZATION/EXPOSURE AT CENTS ON THE DOLLAR
February 22, 2022
Hosted by Chris Hoare
10AM ET/3PM UK-Data explosion and localization are driving rapidly rising demand for EM data centres. EM Telcos are often the leading owners of data centres in-country, and given valuation discounts are a better way to play this theme than pureplay DC stocks.
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THE SPANISH LANGUAGE STREAMING OPPORTUNITY Upgrade TELEVISA To BUY
February 18, 2022
Hosted by Soomit Datta
11AM ET / 4PM UK-A positive outlook on AVOD and SVOD across the US and LatAm underpins our recent upgrade to Televisa - Streaming Opportunities, Cable Wars.
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ORANGE – Management Roadshow
February 18, 2022 — London
Please contact sales to register.
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EU TECH POLICY RISK TO BIG US TECH SPEAKER DAMIEN GERADIN- FOUNDER GERADIN PARTNERS
February 17, 2022
Hosted by Matt Perault
11AM ET / 4PM UK-A discussion on tEU Policy Risk for Big US Tech, particularly given recent actions around the Digital Markets Act, and Digital Services Act.
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Conference Call: ARM – Nvidia off the table.
February 15, 2022
Hosted by Pierre Ferragu
11am ET / 4pm UK time -Deep Dive into ARM and potential IPO valuation.
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TODAY: ARM – Nvidia off the table. Deep Dive into ARM and potential IPO valuation
February 15, 2022
Hosted by Pierre Ferragu
SoftBank Group announced its intentions to list ARM within the coming fiscal year after the Nvidia acquisition was terminated. We’ll go over our recent research, deep diving into ARM’s business, and potential IPO valuation.
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INVITE: EXPERT CALL WITH EX-CMA DIRECTOR OF MERGERS, TOM SMITH
February 14, 2022
Hosted by James Ratzer
3PM UK/ 10AM ET-We will be hosting a call with Tom Smith, a partner at Geradin Partners, and former Director of Mergers at the CMA (UK Competition Authority) to discuss potential consolidation in the UK mobile and tower market, given recent headlines around Vodafone-Hutchison and the current deal with Cellnex.
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Fireside chat with OBEL CFO
February 14, 2022
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VIRTUAL MEETING with ORANGE BELGIUM CFO, ANTOINE CHOUC
February 14, 2022
Hosted by Russell Waller
4PM UK TIME/ 5pm CET/11AM ET. Orange Belgium will have just reported Q4 numbers (11th Feb), and so this will be a good opportunity to ask any follow-up questions.
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Fireside Chat with Vision Fund CEO Rajeev Misra
February 11, 2022
Hosted by Pierre Ferragu
10:00am ET
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Nvidia: What could a crypto winter look like? How much is priced in?
February 9, 2022
Hosted by Pierre Ferragu
11am ET-In November 2018, following the steep decline in Ethereum prices, Nvidia stunned the market with a guide ~25% below consensus expectations, and lowered its guide further in January, implying gaming revenues down ~50% in 4FQ19.
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Call with Chief Financial Officer and Chief Marketing Officer at Digi .com Berhad
February 9, 2022
Hosted by Chris Hoare
, 3am ET, 8am London-We will be hosting a virtual meeting for NSR clients with CFO, Otto Risbakk, and CMO Praveen Rajan on Wednesday, 9th February. Format will be a small group, with the focus on Q&A.
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EU TOWER SECTOR UPGRADE
February 4, 2022
Hosted by James Ratzer
3PM UK / 10AM ET. Discussion of our recent EU TOWER SECTOR UPGRADE note, to review our work, and discuss our upgrade of Vantage Tower and Inwit to BUY, and Cellnex to Neutral.
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US Telco Post-Earnings Conference Call
February 4, 2022
Hosted by Jonathan Chaplin
11am ET.
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NAND Consolidation Conference Call
February 3, 2022
Hosted by Pierre Ferragu
11:00am ET-Join us for this 1h webinar to go over our research and findings.
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VIRTUAL MEETING with VANTAGE TOWERS CEO, VIVEK BADRINATH
February 1, 2022
Hosted by James Ratzer
3PM UK TIME/ 10AM ET-This is a virtual investor meeting with Vantage Towers CEO, Vivek Badrinath, on the day of their 3Q22 results.
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TME CALLBACK W/ JIN YOON TENCENT MUSIC (TME) MANAGEMENT UPDATE CALL TAKEAWAYS
January 21, 2022
Hosted by Jin Yoon
9:00am ET-Jin to discuss his feedback, and key takeaways post his Tencent Music Entertainment (BUY) update call with IR.
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DADA NEXUS UPDATE CALL TAKEAWAYS
January 19, 2022
Hosted by Jin Yoon
9am ET.
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CALL: VRAN BOTTOMS UP COST SAVE ANALYSIS RAKUTEN’S EXPERIENCE & CHALLENGER READ ACROSS GUEST SPEAKERS: JUAN CROSTA & LORENA TORRES
January 19, 2022
Hosted by Chris Hoare
10AM ET-Industry expert speakers from BlueNote Management Consulting to discuss our differentiated work on VRAN bottoms up cost analysis
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INDUSTRY CALL: HEAD OF A LEADING GLOBAL AD AGENCY IN CHINA
January 18, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT). On the call, we will focus primarily on the 2022 digital advertising outlook in China and updates to key platforms including but not limited to Alibaba, Tencent, Douyin, Baidu, and JD.
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BIDU 4Q21 CALLBACK W/ JIN YOON
January 17, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT) - Jin ) to discuss his feedback, and key takeaways post his Baidu (BUY) update call with IR.
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Big Tech and Government Face Off: Policy, Politics and Litigation All Around the World
January 14, 2022
Hosted by Matt Perault
11:00am ET-New Street Research is rolling out a new service, designed to help investors understand what matters and what doesn’t in the efforts by governments around the world to rein in the market dominance and other powers of the Big Tech companies.
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BILI AND KUAISHOU CALLBACK
January 14, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT)-4Q21 UPDATE CALL TAKEAWAYS
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TENCENT AND IQ CALLBACK W/ JIN YOON TENCENT AND IQIYI UPDATE CALL TAKEAWAYS
January 13, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT)-Jin will discuss his feedback, and key takeaways post his Tencent (BUY) and iQIYI (BUY) update calls with IR.
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New Street Research Global Picks
January 13, 2022
Hosted by New Street Global Team
We will be hosting an NSR Global Top Picks call on Wednesday 12th January at 3pm UK time/ 10am ET featuring our top global telecom, technology and Asian Internet ideas for 2022.
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INVITE: Silicon Carbide & Power Semis Deep Dive With JC Eloy, Yole
January 12, 2022
Hosted by Pierre Ferragu
10am ET-We expect double digit growth in power semiconductors for decades, and silicon carbide to take rapid share, remaining in hypergrowth for multiple years. Multiple players including Infineon, STM and Wolfspeed are taking positions, and JC has unique insights into this.
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DTV & DISH MERGER OVERVIEW POLICY IMPLICATIONS, KEY WINNERS & LOSERS
January 12, 2022
Hosted by Jonathan Chaplin and Blair Levin
3pm ET-WHY: For the call, we will focus on the derivative implications for TMT players, as well as key winners and losers in a deal, and specifically on the deal itself, we will focus on:
• Prospects for approval
• 2002 review of the first version of the DTV/DISH deal,
• The changes in the market that improve the prospects for another review,
• The risks that remain to deal approval
• Odds of the agency reviews and a court review
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JD.COM UPDATE CALL TAKEAWAYS
January 11, 2022
Hosted by Jin Yoon
9AM EST (10PM HKT).
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MICRON INITIATION CALL
January 11, 2022
Hosted by Pierre Ferragu
11:00am ET-A conference call to go over recent Micron and Memory Initiation, highlighting an investment recommendation based on a unique framework to look at the industry,
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BABA CALLBACK W/ JIN YOON ALIBABA FY3Q22 UPDATE CALL TAKEAWAYS
January 6, 2022
Hosted by Jin Yoon
9:00AM EST (10:00PM HKT)- Feedback and key takeaways post Jin's Alibaba (BUY) update call with IR.
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Private/High Yield Telecom Q3 21 call
December 17, 2021
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Telefonica ESG team
December 16, 2021
Hosted by James Ratzer
2pm UK-Telefonica ESG team: Two weeks ago, we published a thematic note looking at ESG (see HERE). ESG is one of the biggest global investment themes: ESG funds are on track to reach US$50trn by 2025 (c36% of global AUM from c25% today) and the Green Bond market set to grow to USS$11trn in the next five years from US$3trn today, which means that those companies that score highly should benefit from ESG funds flow.
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VIRTUAL MEETING WITH VODAFONE BUSINESS CEO, VINOD KUMAR + TEAM
December 15, 2021
Hosted by James Ratzer
Vodafone's announcement earlier this year that it plans to invest an incremental €400m/ annum into Business initiatives sent a shock to the market, but given Vodafone operates in markets where it expects Business revenues to grow at 8%/ annum, this incremental investment could offer a significant pivot in Vodafone's growth outlook with a reasonable ROCE.
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SOFTBANK GROUP CFO, YOSHIMITSU GOTO-SAN, SMALL GROUP MEETING
December 15, 2021
Hosted by Pierre Ferragu
1:30PM UK / 8:30AM ET
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Japanese Internet & Telco Webinar-Z HOLDINGS
December 14, 2021
Hosted by Chris Hoare
12:30am London, 9:30am Tokyo, 8:30am HK/SIN, 10:30am SYD, 4:30pm PT, 6:30pm CT, 7:30pm ET
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GERMANY CEO/ CFO VIRTUAL TOUR -1&1 CFO – Markus Huhn
December 13, 2021
Hosted by James Ratzer
14:30 GMT.
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GERMANY CEO/ CFO VIRTUAL TOUR -Deutsche Telekom Germany CEO – Srini Gopalan
December 10, 2021
Hosted by James Ratzer
2.30pm UK time/ 9.30am ET - New Street Research is delighted to be hosting virtual investor meetings with the CEO/CFOs of all 4 major German telecoms operators - focusing in more detail on the largest market in Europe.
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GERMANY CEO/ CFO VIRTUAL TOUR -Vodafone Germany CFO – Anna Dimitrova
December 8, 2021
Hosted by James Ratzer
2.30pm UK time/ 9.30am ET - New Street Research is delighted to be hosting virtual investor meetings with the CEO/CFOs of all 4 major German telecoms operators - focusing in more detail on the largest market in Europe.
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GERMANY CEO/ CFO VIRTUAL TOUR -Telefonica Deutschland CEO – Markus Haas
December 8, 2021
Hosted by James Ratzer
4pm UK time/ 11am ET - New Street Research is delighted to be hosting virtual investor meetings with the CEO/CFOs of all 4 major German telecoms operators - focusing in more detail on the largest market in Europe.
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Infineon CEO unplugged conference call
December 7, 2021
Hosted by Pierre Ferragu
A unique opportunity for investors to engage with Infineon’s long-standing CEO, Dr. Reinhard Ploss, and hear his perspective on Infineon, the power semiconductor market and upcoming inflection points.
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Cloud, Datacenter & Data Networking outlook with 650 Group Co-Founder, Alan Weckel
December 6, 2021
Hosted by Pierre Ferragu
11am ET, 4pm UK time-We have the pleasure of hosting Alan Weckel, co-founder of 650 Group, market intelligence research firm focused on Cloud, IoT, Networking and the Communication market, for a virtual investor meeting.
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CLIENT CALL: NUBANK PRE-IPO
December 3, 2021
Hosted by Soomit Datta
10AM ET / 3PM UK- Hoping to better reflect recent market sentiment, the Nubank IPO range was perhaps unsurprisingly cut last night: to $8-9/share from $10-11 previously.
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Nubank pre-IPO: Update I – Valuation, Economic exposure
December 3, 2021
Hosted by Soomit Datta
What's new: We are adding to our longer slide deck from Monday with a handful of slides to show updated valuation comparisons at the lowered range.
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UNPACKING THE CONTROVERSIES IN TELECOM & CABLE
December 3, 2021
Hosted by Jonathan Chaplin
11AM ET-This will be an update on the controversies that continue to swirl around our sector. For the last several months, issues in our sector have been cropping up continuously, and questions have been coming in faster than we can type responses, so we thought we would host a call to run through our most updated thoughts on the following critical controversies.
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SOFTBANK GROUP CFO, YOSHIMITSU GOTO-SAN, SMALL GROUP VIRTUAL MEETING
December 1, 2021
Hosted by Pierre Ferragu
5:30 pm EST-SoftBank Group is one of our high long-term conviction calls. We expect strong momentum of last quarter to continue into the second half of the year, driven by a strong IPO pipeline of the Vision Fund and continued disciplined capital returns.
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DADA 3Q21 CALLBACK W/ JIN YOON DADA NEXUS LTD MANAGEMENT POST-PRINT TAKEAWAYS
November 24, 2021
Hosted by Jin Yoon
9:00 am EST (10PM HKT).
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KUAISHOU 3Q21 POST PRINT TAKEAWAYS
November 23, 2021
Hosted by Jin Yoon
930AM EST (1030PM HKT). Jin will discuss his feedback, and key takeaways post his Kuaishou (BUY) management callback on the 3Q21 print.
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Japanese Internet & Telco Webinar-KDDI
November 22, 2021
Hosted by Chris Hoare
12am (midnight) PT, 2am CT, 3am ET, 8am London, 5pm Tokyo, 4pm HK/SIN, 7pm SYD.
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Japanese Internet & Telco Webinar-ZOZO
November 19, 2021
Hosted by Chris Hoare
12am (midnight) PT, 2am CT, 3am ET, 8am London, 5pm Tokyo, 4pm HK/SIN, 7pm SYD-Yusaku Koayashi, Director.
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Japanese Internet & Telco Webinar-SOFTBANK KK
November 19, 2021
Hosted by Chris Hoare
3am PT, 5am CT, 6am ET, 11am London , 8pm Tokyo, 7pm HK/SIN, 10pm SYD-Jing Ma, Head of IR.
Spaces are limited, so please contact your New Street Research representative if you wish to join (see below for contact details).
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MERCADOLIBRE FIRESIDE CHAT
November 19, 2021
Hosted by Soomit Datta
12pm ET: STRATEGY, CORPORATE DEVELOPMENT & IR (ANDRE CHAVES, LISSA SCHREURS).
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Japan Telco & Internet Virtual Tour-NTT
November 18, 2021
Hosted by Chris Hoare
12am (midnight) London, 9am Tokyo, 8am HK/SIN, 11am SYD, 4pm PT, 6pm CT, 7pm ET. Spaces are limited, so please contact your New Street Research representative if you wish to join.
I
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Japan Telco & Internet Virtual Tour-Rakuten
November 18, 2021
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 12pm (noon) London, 9pm Tokyo, 8pm HK/SIN, 11pm SYD-Jeremy Tonkin, Head of IR
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BABA, JD, and VIPS CALLBACK
November 18, 2021
Hosted by Jin Yoon
11:30AM EST (NOV 19TH, 12:30AM HKT)
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BAIDU MANAGEMENT POST-PRINT TAKEAWAYS
November 17, 2021
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BILIBILI AND IQIYI 3Q21 POST PRINT TAKEAWAYS
November 17, 2021
Hosted by Jin Yoon
10AM EST (11PM HKT)
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5th Annual NSR & BCG 5G Conference
November 15, 2021 — Virtual
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CHINA CFO OF LEADING GLOBAL COSMETICS DISTRIBUTOR
November 12, 2021
Hosted by Jin Yoon
10:00AM EST (11:00 PM HKT)-Call with focus primarily on e-commerce industry in China, latest developments and updates on 11/11 sales, and other potential readthroughs to partners including JD, PDD, VIPS and Alibaba.
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GLOBAL EM TELCOS – THE 12 YEAR BEAR MARKET IS OVER, GO LONG, OUTSIZED RETURNS AHEAD
November 11, 2021
Hosted by Chris Hoare
10AM ET/3PM UK-we will discuss our recent Deep Dive work on the Global EM Telco sector and the opportunity for investors to make money over the next 3-4 years.
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WEIBO MANAGEMENT POST-PRINT TAKEAWAYS
November 11, 2021
Hosted by Jin Yoon
9AM EST (10PM HKT)-Jin will discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 3Q21 print.
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BT CONSUMER CEO MEETING WITH MARC ALLERA
November 11, 2021
Hosted by James Ratzer
9AM ET / 2PM UK TIME-For BT, recently there has been a lot of focus on regulatory FTTH pricing and evolving network competition, but let's not forget that BT Consumer is BT's largest revenue generating unit with almost half of the group revenues, and is the second largest EBITDA contributor with c.30% of Group EBITDA.
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TENCENT 3Q21 CALLBACK
November 10, 2021
Hosted by Jin Yoon
11AM EST (NOV 11TH 12AM HKT)
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Investor event with Navneet Govil, Vision Fund CFO
November 10, 2021
Hosted by Pierre Ferragu
10:00am ET-The Vision Fund is core to our conviction on SoftBank Group. We see material potential upside, and while we recognize downside risks, we see them as largely absorbed by the way the group is exposed to the fund and its current holding discount. We will cover the following topics, and more:
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Fireside chat with KPN CFO Chris Figee on FTTH: KPN roll dynamics, overbuilder in-roads and TMNL deal impact
November 9, 2021
Hosted by Russell Waller
3pm London time, 4pm CET, 10am NYC
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FIRESIDE CHAT: LIBERTY LATIN AMERICA (CEO BALAN NAIR, CFO CHRIS NOYES)
November 8, 2021
Hosted by Soomit Datta
10AM ET, 3PM UK. Focus will be on Q3 performance and other issues, such as recent deal announcements and an update on monetisation efforts at Subsea.
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Client call with Risto Puhakka, President of VLSI Research
November 5, 2021
Hosted by Pierre Ferragu
11am ET-VLSI Research is the pre-eminent market research firm known for its detailed spending and market share analyses on the semiconductor supply chain. Risto is one of the most "plugged-in" persons in the semicap industry, regularly advising management and boards of semiconductor companies on market and industry trends.
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BILIBILI 3Q21 UPDATE CALL TAKEAWAYS
October 18, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)
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DADA NEXUS AND iQIYI UPDATE CALL TAKEAWAYS
October 15, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)
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WILL THE AUCTION CLOSE? HOSTED BY SASHA JAVID & PHIL BURNETT
October 15, 2021
1pm ET-Discussion of the 3.45GHz auction, which has been underway since October 5th, with over 20 rounds completed and prices clearing $3BN.
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Grab – Coverage initiation: Ticking all the boxes in Southeast Asia: mobility, delivery, and super-app leader.
October 13, 2021
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Facebook Regulation: Policy Call with Matt Perault
October 12, 2021
Hosted by Blair Levin
10:00am ET.
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JD.COM UPDATE CALL TAKEAWAYS
October 12, 2021
Hosted by Jin Yoon
9am ET
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TENCENT CALLBACK W/ JIN YOON TENCENT UPDATE CALL TAKEAWAYS
October 8, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)
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IHS TOWER IPO OVERVIEW THOUGHTS ON VALUATION & KEY ISSUES
October 8, 2021
Hosted by Chris Hoare
10AM ET / 3PM UK-IHS Tower has announced its upcoming IPO and the pricing range, which comes in at the low-end of Tower comps globally. Our work runs through the investment case, and we summarize the issues investors should address with management. The announced price range of US$21-US$24, comes in below our fair value of US$27/share, suggesting 13% to 30% upside.
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More Fiber Coming: A Closer Look At Lumen / Apollo / Frontier Fiber Builds
October 1, 2021
Hosted by Jonathan Chaplin
On the call, we will cover the following topics:
1. The opportunity for Lumen and Apollo with fiber deployments
2. An update on the opportunity for Frontier beyond Wave2 markets
3. Implications for cable broadband growth over the next few years
4. What is the status of federal government funding of fiber deployments?
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VP FINANCE, RAFAEL MARTINS TREASURY & DEBT CAPITAL MARKETS, DIEGO SALGADO
September 30, 2021
Hosted by Soomit Datta
10:00am ET: We will be hosting a call with StoneCo VP of Finance, RAFAEL MARTINS, and Treasury and Debt Capital Markets Officer, DIEGO SALGADO, who recently moved over from JP Morgan. Stone's Credit efforts have been in focus and, against a backdrop of rising rates, efforts to rebuild the loan book may require a new approach to funding.
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THE EM COMMUNICATIONS S-CURVE VALUING EM ENTERPRISE OPPORTUNITY
September 29, 2021
Hosted by Chris Hoare
10AM ET/3PM UK
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BABA AND BIDU CALLBACK
September 29, 2021
Hosted by Jin Yoon
9:00AM EST (9:00PM HKT)
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TME AND VIPS CALLBACK
September 27, 2021
Hosted by Jin Yoon
9:00AM EST (9:00PM HKT)
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Virtual Indonesian Telco & Tower Tour-Call with Indar Singh Dhaliwal (Head of IR at XL Axiata)
September 23, 2021
Hosted by Chris Hoare
8:30am ET, 1:30pm London, 4:30pm Dubai, 7:30pm JKT, 8:30pm SIN, 10:30pm SYD.
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Virtual Indonesian Telco & Tower Tour-Call with IR at Tower Bersama
September 23, Time TBD
Hosted by Chris Hoare
Call with Ahna Dewan (Head of IR) and Veronica Jordan (IR).
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Virtual Indonesian Telco & Tower Tour-Call with Telkom Indonesia
September 22, 2021
Hosted by Chris Hoare
5am ET, 10am London-Call with Andi Setiawan (Vice President Corporate Finance & Investor Relations, PT Telkom), Raden Achmad Faisal (Ivan) (AVP Shareholder Relations, PT Telkom), and Rendyansyah Jovian (Rendy) (GM Investor Relations, Telkomsel).
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Fireside Chat with Airspan CEO Eric Stonestrom
September 22, 2021 — Virtual
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Virtual Indonesian Telco & Tower Tour-Call with Adam Gifari (President Director of Protelindo)
September 21, 2021
Hosted by Chris Hoare
6am PT, 8am CT, 9am ET, 2pm London, 5pm Dubai, 8pm JKT, 9pm SIN, 11pm SYD.
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Virtual Indonesian Telco & Tower Tour-Call with Christy Kusumaatmaja (Head of IR at Indosat)
September 20, 2021
Hosted by Chris Hoare
5am PT, 7am CT, 8am ET, 1pm London, 4pm Dubai, 7pm JKT, 8pm SIN, 10pm SYD.
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What Comes Next for Biden’s Tech and Telecom Agenda: A Conversation with Tom Wheeler
September 20, 2021
Hosted by Blair Levin
When we spoke to Mr. Wheeler days after the election, he said the early days of the Biden administration would be the among the most critical for any administration in history, laying out a stack of crises from Covid-19 to climate change and a path for broadband policy and federal investment in broadband to help address each of them.
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CLIENT CALL: PAGSEGURO CEO, RICARDO DUTRA
September 14, 2021
Hosted by Soomit Datta
09:00 AM ET / 2PM UK-Fireside Chat following strong Q2s and with Credit one of the main talking points.
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CHINA TELCO VIRTUAL TOUR-CHINA MOBILE.
September 14, 2021
Hosted by Chris Hoare
9:30am London, 4:30pm HK/SIN -Grace Wong, IR. Format will be small group focused on Q&A.
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CHINA TELCO VIRTUAL TOUR-China Unicom
September 14, 2021
Hosted by Chris Hoare
7am ET, 12 noon London, 7pm HK/SIN. Ivan Wong, IR. Format will be a small group, with the focus on Q&A.
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CHINA TELCO VIRTUAL TOUR-China Telecom
September 14, 2021
Hosted by Chris Hoare
8:15am ET, 1:15pm London, 8:15pm HK/SIN. Nick Fung, IR. Format will be a small group, with the focus on Q&A.
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Z Holdings – Head of IR Fireside chat
September 10, 2021
Hosted by Chris Hoare
.30am BST, 9.30am Tokyo (8.30pm EST on the 9/9)
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First edition: Semiconductor Big Ideas Conference
September 9, 2021
A select group of CEOs and thought leaders take a step back from the day-to-day business to discuss the major emerging trends in semiconductor design and manufacturing, which will shape the industry and the broader society over the next decade.
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CHINA HEAD OF SALES FOR A LEADING GLOBAL HOTEL CHAIN
September 8, 2021
Hosted by Jin Yoon
10:00AM EST (10:00PM HKT)-On the call, we will focus primarily on travel and booking trends in China, and readthroughs to leading OTAs in China including TCOM.
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DADA NEXUS LTD MANAGEMENT POST-PRINT TAKEAWAYS
September 8, 2021
Hosted by Jin Yoon
CLIENT CALL: DADA 2Q21 CALLBACK W/ JIN YOON
DADA NEXUS LTD MANAGEMENT POST-PRINT TAKEAWAYS
WEDNESDAY, SEPT 8TH, 9:00AM EST (9:00PM HKT)
9AM EST (9PM HKT). Jin will discuss his feedback, and key takeaways post his Dada Nexus Ltd (BUY) management callback on the 2Q21 print.
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Softbank KK – Head of IR Jing Ma
September 8, 2021
Hosted by Chris Hoare
12pm BST, 8pm Tokyo, 7am EST
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Call with Chief Business Officer (Head of Enterprise Division) at Digi.com Berhad
September 3, 2021
Hosted by Chris Hoare
Our meeting with management, is the opportunity to get an update on the merger as well as the combined entities' strategy to return to revenue growth. Additionally, we will discuss the key trends impacting the Enterprise Sector in Malaysia.
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Exclusive interview with Wood Mackenzie, Energy Research & Consultancy
September TBD
Hosted by Pierre Ferragu
Understanding the upcoming inflection point in Renewable Energy & Storage. Please Email our Sales team to register interest.
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Unpacking the Massive Opportunity in IoT, w/ Romil Bahl, CEO of KORE WIRELESS
August 31, 2021
Hosted by Jonathan Chaplin
10:00am ET-The first of our series on disruptors and innovators. The next big wave of digital transformation is underway, with what will be billions of connected devices working their way into every industrial process imaginable. KORE is at the forefront of this wave, as a leader in global IoT and connectivity-as-a-service solutions.
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Fireside Chat with Kore Wireless CEO Romil Bahl
August 30, 2021
Hosted by Jonathan Chaplin
10:00am ET.
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NTT – Head of IR, Fireside Chat
August 25, 2021
Hosted by Chris Hoare
9am Toyko, 8am HK/Sing, 1am BST
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KDDI – GM IR Ikuko Honguo Fireside chat
August 25, 2021
Hosted by Chris Hoare
12pm BST, 8pm Tokyo, 7am EST.
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CLIENT CALL: MERCADOLIBRE CFO, PEDRO ARNT
August 24, 2021
Hosted by Soomit Datta
10:00 AM ET / 3PM UK-The call will follow MercadoLibre Q2's in early August and focus on new developments coming out of earnings.
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PINDUODUO MANAGEMENT POST-PRINT TAKEAWAYS
August 24, 2021
Hosted by Jin Yoon
10AM EST (10PM HKT)-Jin to discuss his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 2Q21 print.
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ZOZO – IR, Fireside chat
August 24, 2021
Hosted by Chris Hoare
9am BST, 5pm Tokyo
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Rakuten – Head of IR
August 24, 2021
Hosted by Chris Hoare
Jeremy Tonkin Fireside chat at 1pm BST, 9pm Tokyo, 8am EST
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CLIENT CALL: PICPAY HEAD OF IR, ANDRE CAZOTTO / MANAGEMENT TBC
August 20, 2021
Hosted by Soomit Datta
11:00 AM ET / 4PM UK. Having postponed their IPO until 2022, the call will be opportunity for management to update the market on an updated timeline for coming to market.
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PicPay IR, Andre Cazotto Fireside Chat
August 20, 2021
Hosted by Soomit Datta
10am EST.
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CLIENT CALL – dLOCAL CEO SEBASTIAN KANOVICH
August 20, 2021
Hosted by Soomit Datta
9am ET-FIRESIDE CHAT/Q2 CALL FOLLOWING INITIATION.
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FIRESIDE CHAT-Aeva CEO, Soroush Salehian and CFO, Saurabh Sinha.
August 19, 2021
Hosted by Pierre Ferragu
12pm ET / 5pm UK time-We see lidar adoption taking off by 2025, reaching an addressable market of >$20bn by 2030.
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BILIBILI 2Q21 POST PRINT TAKEAWAYS
August 19, 2021
Hosted by Jin Yoon
1030AM EST (1030PM HKT)- Jin Yoon, will discuss his feedback, and key takeaways post his Bilibili Inc (BUY) management callback on the 2Q21 print.
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Fireside chat with Rajeev Misra, CEO of SoftBank’s Vision Fund
August 18, 2021
Hosted by Pierre Ferragu
9am ET / 2pm UK. The Vision Fund is core to our conviction on SoftBank Group. We see material upside potential in the fund, and while we recognize downside risks, we see them as largely absorbed by the way the group is exposed to the fund and SBG’s current holding discount.
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PJT – TMT Advisory Meet : OTT & The Future of Streaming
August 18, 2021
Hosted by Jonathan Chaplin
10:30 EST / 15:30 UK .
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VIPSHOP AND WEIBO MANAGEMENT POST-PRINT TAKEAWAYS
August 18, 2021
Hosted by Jin Yoon
10:30am EST-Jin to discuss his feedback, and key takeaways post his Vipshop (BUY) and Weibo (BUY) management callback on the 2Q21 print.
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TENCENT MANAGEMENT POST-PRINT TAKEAWAYS
August 18, 2021
Hosted by Jin Yoon
11:30 am EST-Jin to discuss his feedback, and key takeaways post his Tencent (BUY) management callback on the 2Q21 print.
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TENCENT MUSIC (TME) MANAGEMENT POST-PRINT TAKEAWAYS
August 17, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT). Jin to discuss his feedback, and key takeaways post his Tencent Music Entertainment (BUY) management callback on the 2Q21 print.
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Intel CEO/CFO unplugged
August 17, 2021
Hosted by Pierre Ferragu
12:00 PM EST / 17.00 UK. Get to know Pat Gelsinger, his opinion on the turning points that made Intel what it is today, and his broader perspective on the semiconductor landscape.
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BAIDU MANAGEMENT POST-PRINT TAKEAWAYS
August 12, 2021
Hosted by Jin Yoon
CLIENT CALL, AT 11:30AM EST (11:30PM HKT) to discuss Jin's feedback, and key takeaways post his Baidu (BUY) management callback on the 2Q21 print.
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IQIYI MANAGEMENT POST-PRINT TAKEAWAYS
August 12, 2021
Hosted by Jin Yoon
CLIENT CALL AT 10:30AM EST (10:30PM HKT) to discuss Jin's feedback, and key takeaways post his iQIYI (BUY) management callback on the 2Q21 print.
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DIGI CFO Otto Risbakk and Hd of IR Christine Lau Fireside chat
August 12, 2021
Hosted by Chris Hoare
10am BST, 5pm KL/HK/Sing
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TELKOM SA POST-RESULTS CALL CEO, SIPHO MASEKO and CFO, DIRK REYNEKE
August 6, 2021
Hosted by Alastair Jones
14:00 PM UK / 09.00 AM ET, and 15h00 SA time.
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BABA FY1Q22 CALLBACK W/ JIN YOON ALIBABA MANAGEMENT POST-PRINT TAKEAWAYS
August 3, 2021
Hosted by Jin Yoon
11:00am EST.
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CLIENT CALL: VODACOM CEO, SHAMEEL JOOSUB
August 3, 2021
Hosted by Alastair Jones
14h00 UK, 09h00 ET, 21h00 HK/SIN. The call will follow Vodacom's Q1's in late July and focus on new developments coming out of earnings, as well as discussing other areas of investor interest.
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BILI CALLBACK W/ JIN YOON BILIBILI 2Q21 UPDATE CALL TAKEAWAYS
July 22, 2021
Hosted by Jin Yoon
09:00AM EST (09:00PM HKT). Jin will discuss his feedback, and key takeaways post his Bilibili Inc (BUY) update call with IR.
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Tencent Callback with Jin Yoon
July 16, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT). Jin will discuss his feedback, and key takeaways post his Tencent (BUY) update call with IR.
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CABLE AND THE TRIPLE THREAT TO BROADBAND GROWTH
July 13, 2021
Hosted by Jonathan Chaplin
10am EST-We show that Cable’s broadband growth will likely slow, and consensus expectations are likely too high. There is still a case for owning Cable stocks, but it is shifting away from broadband.
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JD, IQ AND BIDU UPDATE CALL TAKEAWAYS
July 13, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)
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TRIP.COM MANAGEMENT UPDATE CALL TAKEAWAYS
July 12, 2021
Hosted by Jin Yoon
9:00AM EST (9:00PM HKT)
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Myanmar greenfield rollout experience, and read-across to Ethiopia
July 11, 2021
Hosted by Alastair Jones
11.00 UK,6.00 ET-aAcall with Ross Cormack, the former CEO of Ooredoo Myanmar, bringing the experiences of a greenfield rollout in one of the last big global EM markets.
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Aeva Technologies Inc – Coverage initiation: Winning the ubiquitous lidar opportunity?
July 9, 2021
Hosted by Pierre Ferragu
Call to Discuss 8:00 PT / 11:00 ET / 16:00 UK -Discussion of a $2bn market cap, early-stage company, which recently merged with a SPAC, and develops a highly differentiated perception technology.
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CLIENT CALL: PAGSEGURO HEAD OF IR, ERIC OLIVEIRA
July 8, 2021
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TENCENT MUSIC (TME) MANAGEMENT UPDATE CALL TAKEAWAYS
July 8, 2021
Hosted by Jin Yoon
9:00AM EST (9:00PM HKT). Jin Yoon to discuss his feedback, and key takeaways post his Tencent Music Entertainment (BUY) update call with IR.
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Virtual meeting with Chris DePuy, co-founder of Group 650
July 6, 2021
Hosted by Pierre Ferragu
12pm EST. 5G, ORAN, Fixed Wireless, mmWave adoption, competitive dynamics, MWC take-aways: an update on the telecom equipment space with Group 650: Wireless Networks and Service Provider Expert Meeting (Virtual).
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ALIBABA FY1Q22 PRE-BLACKOUT CALL TAKEAWAYS
July 2, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT). Call to discuss his feedback, and key takeaways post his Alibaba (BUY) pre-blackout call with IR.
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Fireside Chat with Alan Weckel, co-founder of Group 650.
June 30, 2021
Hosted by Pierre Ferragu
11:00 EST/16:00 UK. Focused on Cloud, IoT, Networking and the Datacenter.
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CLIENT CALL: STONECO VP FINANCE, RAFAEL MARTINS PEREIRA
June 29, 2021
Hosted by Soomit Datta
10am ET/3pm UK-The call will follow up on themes from our recent initiation.
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Fireside Chat-African FinTech w/McKinsey
June 29, 2021
Hosted by Alastair Jones and Russell Waller
11am EST. The focus will be on African FinTech and our guest speakers will provide insights on the mobile money/lending opportunity.
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Exclusive Interview with Masayoshi Son-san right hand; SoftBank Group’s CFO Yoshimitsu Goto
June 25, 2021
Hosted by Pierre Ferragu
8am EST-Topics to be discussed include Goto-San’s perspective on how to balance SBG shareholder returns with Vision Fund investments, and bond holder interests. Please Email our Sales team to register interest. Please Email our Sales team to register interest.
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CLIENT CALL: TAL CALLBACK W/ JIN YOON
June 23, 2021
Hosted by Jin Yoon
11:00AM EST (11:00PM HKT)
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Cable’s Coming Upgrade – Implications for the Sector
June 23, 2021
Hosted by Jonathan Chaplin
10:00 AM EST-Discussion of two common questions from investors. Does Cable need to increase upstream speeds to remain competitive? Is Cable capex set to increase as the MSOs face down more fiber competition?
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Deep dive into the high growth, competitive Silicon Carbide market with Yole’s CEO Jean-Christophe Eloy: Power Semi and Compound Materials Expert
June 23, 2021
Hosted by Pierre Ferragu
11am ET. We have the pleasure of hosting Jean-Christophe Eloy, President & CEO of Yole Development, the pre-eminent market research firm known for its detailed analysis into the power semiconductor market, in particular on silicon carbide, for a virtual investor meeting.
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China Unicom-Ivan Wong, IR
June 23, 2021
Hosted by Chris Hoare
3:30am PT, 5:30am CT, 6:30am ET, 11:30am London, 6:30pm HK/SIN, 8:30pm SYD
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China Tower-Edgar Fu, IR
June 23, 2021
Hosted by Chris Hoare
5am PT, 7am CT, 8am ET, 1pm London, 8pm HK/SIN, 10pm SYD
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CABLE’S COMING UPGRADE – IMPLICATIONS FOR THE SECTOR
June 23, 2021
Hosted by Jonathan Chaplin
Call is at 10AM ET, to review the upgrade path for Cable in response to Biden's Broadband Infrastructure Plan.
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CHINA TELECOM-Nick Fung, IR
June 22, 2021
Hosted by Chris Hoare
4am PT, 6am CT, 7am ET, 12 noon London, 7pm HK/SIN, 9pm SYD
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Exclusive interview of Indraneil Gokhale, who is in charge of Box’s cloud infrastructure performance optimization
June 17, 2021
Hosted by Pierre Ferragu
11am ET / 4pm UK time. Understand how a company can migrate servers to AMD.
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NTT Senior Manager IR NTT, Yusuke Nakayama
June 15, 2021
Hosted by Chris Hoare
1am London, 9am Tokyo, 8am HK/SIN, 10:00am SYD on 16 June
5:00pm PT, 7:00pm CT, 8pm ET on 15 June.
Members from DOCOMO
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INDUSTRY CALL: CHINA HEAD OF E-COMMERCE FOR A LEADING APPAREL BRAND
June 15, 2021
Hosted by Jin Yoon
10:00AM EST (10:00PM HK)
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Investor call with Rakuten head of IR Jeremy Tonkin
June 15, 2021
Hosted by Chris Hoare
8am ET, 1pm London. Call topics include the deal with Japan Post, progress being made in Rakuten's mobile entry, 5G, the strength of EC demand in Japan in 2021 and further strategic moves.
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EDU/TAL CALL W/ JIN YOON
June 10, 2021
Hosted by Jin Yoon
10:00AM EST (10:00PM HKT)-Education Stocks May Be Nearing the Bottom.
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5G Conference-“BRINGING 5G TO LIFE: REAL WORLD APPLICATIONS AND SERVICES”
June 10, 2021 — London (Virtually!)
Hosted by New Street Research/BCG
Building on the success and demand for our past 5G conferences with BCG in 2019 and 2020, we are delighted to announce the date for our virtual London event to be held in the afternoon of 10th June London time (morning New York time). Announced speakers so far: BT, DT, Swisscom, Orange, Airspan, Altiostar, AWS, Qualcomm. More to come.
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Softbank KK Head of IR, Jing Ma
June 8, 2021
Hosted by Chris Hoare
8am EST. Please let us know if you would like to attend.
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Conference call with KDDI GM IR
June 7, 2021
Hosted by Chris Hoare
Conference call with Ikuko Hongou, Deputy Manager IR and Toshiyuki Miyakawa
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CLIENT CALL: MEITUAN 1Q21 CALLBACK W/ JIN YOON
May 28, 2021
Hosted by Jin Yoon
11:45AM EST (11:45PM HKT)
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Call with Head of IR at Axiata
May 27, 2021
Hosted by Chris Hoare
7AM, ET, NOON UK TIME, 7PM SINGAPORE/HK/KL-Following the announcement of the intention to merge between Digi and Celcom in Malaysia, New Street research is hosting an investor meeting with Clare Chin, Head of IR at Axiata.
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Call with Head of IR at Z Holdings
May 26, 2021
Hosted by Chris Hoare
US TIMES: May 25th: 5pm PT, 7pm CST, 8pm ET
EUROPE/ASIA TIMES: May 26th: 1am BST, 9am JST, 8am SST, 10am AEST
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PINDUODUO MANAGEMENT POST-PRINT TAKEAWAYS
May 26, 2021
Hosted by Jin Yoon
09:45AM EST (09:45PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 1Q21 print.
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Call with Darren Purkis, CFO – Three UK
May 25, 2021
Hosted by James Ratzer
4:00pm London. This is a great time to be hearing Darren's latest thoughts on Hutchison's UK business. Three UK is now delivering stronger customer momentum posing a more serious threat to the larger MNOs, especially with a new focus on B2B.
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Tesla not profitable? What if we told you their returns are in the same league as TSMC’s?
May 21, 2021
Hosted by Pierre Ferragu
10AM ET / 3PM UK
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Karim Beguir, CEO at InstaDeep: Tesla’s Autopilot, Nvidia’s pre-trained models, GPUs and others… A deep dive into the inner works of A.I.
May 20, 2021
Hosted by Pierre Ferragu
10am ET / 3pm UK time-InstaDeep is at the forefront of A.I. innovation, developing deep learning and reinforcement learning approaches to solve the most challenging problems in healthcare, transport, logistics, and chip design.
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TENCENT MANAGEMENT POST-PRINT TAKEAWAYS
May 20, 2021
Hosted by Jin Yoon
11:45AM EST (11:45PM HKT) Jin Yoon to discuss his feedback, and key takeaways post his Tencent (BUY) management callback on the 1Q21 print.
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Client call on Uber/Lyft/DoorDash Gig Economy – Updated Perspective on Regulatory Risks
May 19, 2021
Hosted by Pierre Ferragu
Pierre Ferragu will be hosting Posi Oshinowo, Special Counsel for Employment and Labor Practice at Wiley Rein, on Wednesday May 19th at 11am ET, to share an update on the regulatory front for Uber, Lyft, DoorDash and other "Gig-economy” players.
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JD 1Q21 CALLBACK W/ JIN YOON
May 19, 2021
Hosted by Jin Yoon
11:45AM EST (11:45PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his JD.com (BUY) management callback on the 1Q21 print.
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VIPSHOP AND TRIP.COM MANAGEMENT POST-PRINT TAKEAWAYS
May 19, 2021
Hosted by Jin Yoon
930AM EST (930PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his Trip.com (NEUTRAL) and Vipshop (BUY) management callback on the 1Q21 print.
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Liberty Latin America CFO, Chris Noyes Fireside Chat
May 18, 2021
Hosted by Soomit Datta
Investor Call with Liberty Latin America CFO, CHRIS NOYES, and Head of Investor Relations, KUNAL PATEL, on Tuesday 18 May at 11:00 AM ET / 4 PM UK.
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BAIDU MANAGEMENT POST-PRINT TAKEAWAYS
May 18, 2021
Hosted by Jin Yoon
12:15PM EST-(MAY 19TH 12:15AM HKT)
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IQ, NTES, AND TME CALLBACK W/ JIN YOON
May 18, 2021
Hosted by Jin Yoon
11:00AM EST (11:00PM HKT)
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AT&T (TWX)/DISCOVERY DEAL REVIEW REGULATORY, FINANCIAL & INDUSTRY IMPLICATIONS NEW STREET: BLAIR LEVIN / JONATHAN CHAPLIN GUEST SPEAKER CHRIS LIBERTELLI
May 18, 2021
Hosted by Jonathan Chaplin
11:00am ET-Chris Libertelli is a highly regarded expert on the interplay of law and technology, including his role in Netflix’s Global Public Policy function during the company’s world-wide launch to over 100 territories, and leading a global team at YouTube, responsible for creating and enforcing YouTube’s Community Guidelines.
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JAPAN ECOMMERCE INITIATION CALL MERCARI & ZOZO BUY THESIS OVERVIEW
May 17, 2021
Hosted by Chris Hoare
0AM ET / 3PM UK. Japan Ecommerce Initiation Call, to review our recent coverage initiation of BUY rated Mercari and ZOZO.
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SoftBank Vision Fund CEO, Rajeev Misra Fireside Chat
May 14, 2021
10am EST. The Vision Fund is core to our conviction on SoftBank Group. We see material upside potential in the fund, and while we recognize downside risks, we see them as largely absorbed by the way the group is exposed to the fund and SBG’s current holding discount.
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SoftBank Vision Fund CEO, Rajeev Misra Fireside Chat
May 14, 2021
Hosted by Pierre Ferragu
10:00am EST
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CLIENT CALL: BABA FY4Q21 CALLBACK W/ JIN YOON
May 13, 2021
Hosted by Jin Yoon
10:30AM EST (10:30PM HKT)-New Street Research Asian Internet analyst Jin Yoon, will discuss his feedback, and key takeaways post his Alibaba (BUY) management callback on the FY4Q21 print.
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AMERICA MOVIL HEAD OF IR, DANIELA LECUONA
May 13, 2021
Hosted by Soomit Datta
11:00 AM EST (10 AM Mexico City, 4PM UK). AMX remains one of New Street's top picks in the LatAm telco space.
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Cisco, Transition towards software, cloud, and subscription. Is the best yet to come?
May 12, 2021
Hosted by Pierre Ferragu
10:00am EST
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Millicom CFO, Tim Pennington Fireside Chat
May 11, 2021
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA will host an Investor Call with Millicom CFO, TIM PENNINGTON, and VP Investor Relations, MICHEL MORIN, on TUESDAY MAY 11th at 11:00 AM ET / 4 PM UK.
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Semiconductor Manufacturing & Capital Equipment – Virtual Event with VLSI
May 11, 2021
Hosted by Pierre Ferragu
We have the pleasure of hosting Risto Puhakka, President of VLSI Research, the pre-eminent market research firm known for its detailed spending and market share analyses on the semiconductor supply chain, for a virtual investor meeting on May 11th at 11am ET.
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WEIBO MANAGEMENT POST-PRINT TAKEAWAYS
May 10, 2021
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Renewable Energy – Client Call
May 7, 2021
Hosted by Pierre Ferragu
10:00 EST – As world political leaders chat through global warming… again… we are very proud to publish a great piece of research, approaching the question from a different angle.
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Mapping US-EU Digital Conflict & Cooperation
TBA-Spring
Hosted by Blair Levin
We are at a critical moment in shaping technology policies for both the European Union and the United States, both as separate entities and working together. New Street will soon convene a series of calls to help analysts, investors, and policymakers identify the principal policy concerns and the probability of various scenarios.
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BILI CALLBACK W/ JIN YOON BILIBILI 1Q21 UPDATE CALL TAKEAWAYS
April 30, 2021
Hosted by Jin Yoon
Jin Yoon discusses his feedback, and key takeaways post his Bilibili Inc (BUY) update call with IR.
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DIGI. COM (TELENOR SUBSIDIARY) FIRESIDE CHAT WITH ALBERN MURTY, CEO
April 28, 2021
Hosted by Chris Hoare
8AM UK TIME, 3PM SINGAPORE/HK/KL-Following the announcement of the intention to merge between Digi and Celcom in Malaysia, New Street research is hosting an investor meeting with Albern Murty, CEO of DIGI. To register, please contact your New Street Representative.
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Televisa CFO, Carlos Ferreiro
April 26, 2021
Hosted by Soomit Datta
WHAT: NEW STREET RESEARCH analyst SOOMIT DATTA will host an Investor Call with Televisa CFO, CARLOS FERREIRO and Head of Investor Relations, RODRIGO VILLANUEVA, on Monday 26 April at 12pm Mexico / 1pm ET / 6pm UK.
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BIDEN’S $100 BILLION BROADBAND PLAN: IS THE NEWS FLOW BOLSTERING THE BULL CASE OR BEAR CASE?
April 23, 2021
Hosted by Blair Levin
11AM ET - We will provide an update to our thinking on the state of play with respect to President Biden's proposal for $100BN in broadband stimulus.
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TAL CALLBACK W/ JIN YOON TAL EDUCATION MANAGEMENT POST-PRINT TAKEAWAYS
April 22, 2021
Hosted by Jin Yoon
1030AM EST (1030PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his Tal Education (BUY) management callback on the 4QFY21 print.
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EDU MANAGEMENT POST-PRINT TAKEAWAYS
April 20, 2021
Hosted by Jin Yoon
10AM EST (10PM HKT)-Discussion of Jin Yoon's feedback, and key takeaways post his New Oriental Education (BUY) management callback on the 3QFY21 print.
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CLIENT CALL: BIDU, TENCENT, AND TME CALLBACK W/ JIN YOON
April 19, 2021
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Yandex (Buy) initiation
April 15, 2021
Hosted by Alastair Jones
New Street Research analyst, Alastair Jones, will be hosting a call at 11h30AM EST(16h30 UK), to run through the key points from the initiation.
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Who Will Win the Race to Real 5G?
April 15, 2021
Hosted by Jonathan Chaplin
11:00am EST- The purpose of the call will be to unpack the three carrier's plans for their 5G rollouts as articulated at their analyst days, and to analyze the impact those plans will have on the carriers long-term prospects.
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China Telco Virtual Tour China Unicom and China Telecom Part 2
April 15, 2021
Hosted by Chris Hoare
Small Group call with Grace Wong (IR), with the focus on Q&A. Spaces are limited, so please contact your New Street Research representative if you wish to join. Call at 9:00am BST (1am PT, 3am CT, 4am ET, 4pm HK/SIN, 7pm SYD).
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Tower Bersama Small Group Call
April 14, 2021
Hosted by Chris Hoare
9am ET, 2pm London-Call with Ahna Dewan (Head of IR) to understand the latest developments in the market (pricing, competition, regulation etc).
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Uber: Understanding the quality of fundamentals
April 14, 2021
Hosted by Pierre Ferragu
Join us at 11:00am EST as we discuss why we think the stock can triple in 3 years.
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iQIYI AND TRIP.COM 1Q21 UPDATE CALL TAKEAWAYS
April 13, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his iQIYI (BUY) and Trip.com (NEUTRAL) update calls with IR.
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CLIENT CALL: BABA and JD CALLBACK
April 12, 2021
Hosted by Jin Yoon
9am EST: Jin Yoon discusses his feedback, and key takeaways post his JD.com (BUY) update call with IR and Alibaba (BUY) response to SAMR penalty decision.
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CLIENT CALL: DADA CALLBACK W/ JIN YOON
April 9, 2021
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL TODAY, APR 9TH, AT 9AM EST (9PM HKT) to discuss his feedback, and key takeaways post his Dada Nexus Ltd (BUY) update call with IR.
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CLIENT CALL: BABA CALLBACK W/ JIN YOON
April 8, 2021
Hosted by Jin Yoon
ALIBABA (BUY) FY4Q21 PRE-BLACKOUT CALL TAKEAWAYS-9:00AM EST (9:00PM HKT)
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Wolfspeed Initiation & Deep Dive into Power Semiconductors
April 1, 2021
Hosted by Pierre Ferragu
We will be hosting a conference call tomorrow at 10am ET / 3pm UK to go over our recent Wolfspeed initiation and power semiconductor deep dive.
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Cellnex Rights Issue Call
April 1, 2021
Hosted by James Ratzer
As the Cellnex €7bn rights issue has just launched, New Street Research European Towers analyst, James Ratzer will be hosting a call to discuss his views on Cellnex, its valuation and how it fits into the whole European towers space this THURSDAY, APRIL 1ST, 11AM ET / 4PM UK TIME - just before the start of the European long weekend!
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Biden Announces Infrastructure Plan with $100 Billion to Broadband
April 1, 2021
Hosted by Blair Levin
New Street Analyst Blair Levin expands on his recent note on Biden's Proposed Infrastructure Plan. Call at 2pm EST.
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Cloud, Datacenter, & Data Networking Expert Virtual Event
March 31, 2021
Hosted by Alan Weckel, co-founder of Group 650
Alan Weckel is founder of Group 650, and is focused on Cloud, IoT, Networking and the Datacenter. We have known Alan for over a decade and he is one of the most "plugged-in” persons in the data networking industry.
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China Telco Virtual Tour China Unicom and China Telecom Part 1
March 31, 2021
Hosted by Chris Hoare
Small group calls, with the focus on Q&A. Ivan Wong (China Unicom, IR) at 9am BST. Spaces are limited, so please contact your New Street Research representative if you wish to join.
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Call with Head of IR at Z Holdings
March 30, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting a virtual meeting for NSR clients with the Head of IR at Z Holdings on Tuesday 30th March. Format will be a small group, with the focus on Q&A.
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Deep dive into CPU market share dynamics
March 26, 2021
Hosted by Pierre Ferragu
A deep analysis of how AMD has taken significant share across the x86 market. We share our research on how this played out segment by segment, look at upcoming product roadmaps and laying out what we expect to happen next, both in PCs and in servers.
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Client Call: 4Q20 Callback with Meituan Management
March 26, 2021
Hosted by Jin Yoon
Jin Yoon discusses his feedback, and key takeaways post his Meituan (BUY) management call back off the 4Q20 print.
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TENCENT 4Q20 CALLBACK W/ TENCENT MANAGEMENT POST-PRINT TAKEAWAYS
March 24, 2021
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Investor Meeting: Virtual Thai Telco Tour, with calls with DTAC CFO, and Heads of IR at AIS and TRUE
March 23, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting virtual meetings for NSR clients with DTAC CFO and Heads of IR at both AIS and TRUE on Tuesday 23rd March. Format will be a small group, with the focus on Q&A. Spaces are limited, so please contact your New Street Research representative if you wish to join.
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CLIENT CALL W/ BRUCE MEHLMAN LEADING DC CONSULTANT FOR TECH AND TELECOM
March 18, 2021
Hosted by Jonathan Chaplin and Blair Levin
This call, two months into the Biden Presidency, will explore how the new Administration is addressing issues related to telecommunications and technology. Our speaker will be Bruce Mehlman, Founder of Mehlman, Castagnetti, Rosen & Thomas and Assistant Secretary of Commerce under President George W. Bush.
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Investor Meeting: Wallet Wars FY2021 perspective w/ Head of Mercadolibre IR Federico Sandler
March 15, 2021 — Virtual
Hosted by Soomit Datta
New Street Research analyst Soomit Datta will host an Investor Call with MercadoLibre Head of IR, Federico Sandler, on Monday March 15th at 10:00 AM EST (11 AM Buenos Aires, 2PM UK) We will be able to talk through anything coming out of the 2020 results as well as providing perspective on how Q1 and 2021 is shaping up. We will also focus on Fintech and the Credit opportunity, discussing themes coming out of New Street's work on "Wallet Wars".
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Investor Meeting: Chris DePuy, 5G, ORAN, Wireless Networks and Service Provider Expert
March 12, 2021
Hosted by Pierre Ferragu
Chris DePuy is the co-founder of Group 650, a market intelligence research firm focused on Cloud, IoT, Networking and the Communication market. Topics of discussion will include: 5G roll-out, ORAN/VRAN, C-Band, Use Cases, mmWave debate, Competitive Dynamics, and Merchant Semiconductor Offerings.
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Investor Meetings: Indonesian Telco & Tower Tour, Heads of IR @ Telkom Indonesia, Protelindo, XL Axiata, Indosat & Tower Bersama
March 11, 2021 – March 31, 2021 — Virtual
Hosted by Chris Hoare
Please reach out to your New Street Research sales representative to register for this event.
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Conference Call: Tesla Upgrade
March 11, 2021 — Virtual
Hosted by Pierre Ferragu
We are hosting a conference call on Thursday, March 11th at 11am ET / 4pm UK to go over our research and findings.
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Conference Call: Unraveling the DIRECTV / TPG Structure; Prospects for a Dish / DIRECTV Merger
March 10, 2021
Hosted by Jonathan Chaplin and Blair Levin
The call will discuss the implications of the recently announced divestiture of video assets by AT&T and the prospects of a Dish / DIRECTV merger.
Topics will include 1) ownership structure of DIRECTV and the motivation behind it, 2) cash flow distribution waterfall to the partners, 3) synergies associated with a Dish / DIRECTV merger, and 4) prospects of antitrust and regulatory approval of a merger between Dish and DIRECTV.
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Non Deal Roadshow: TIM Brasil CEO/CFO
March 10, 2021 – March 11, 2021 — Virtual
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA is hosting a Virtual Non-Deal Roadshow for TIM BRASIL 2020 FY results and Strategic Plan outlook, with CEO Pietro Labriola and CFO Adrian Calaza WEDS-THURS MARCH 10-11th from 12-4pm London time
Key focus will be on the outlook for 2021 and recent mid-term guidance for pro-forma TIM-Oi, as well as the upcoming 5G auction given concerns in the market on potential spectrum and coverage costs.
Please contact your New Street Research Sales representative to register.
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Investor Meetings: Proximus CEO and CFO small group meetings
March 9, 2021 – March 10, 2021
Hosted by Russell Waller
Please note the registration link is for the Tuesday, March 9th meeting. Please email your salesperson for the Wednesday meeting registration link.
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Investor Meeting: Fireside Chat with OTE Group CFO Babis Mazarakis
March 8, 2021
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Investor Meeting: Colony Capital CEO & CFO Fireside Chat
March 5, 2021 — Virtual
Hosted by Spencer Kurn
Colony Capital Post 4Q20 Results Investor Meeting
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Proximus CEO/CFO roadshow post Q4 results
March 4, 2021 – March 10, 2021 — Virtual
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Investor Meeting: Japan Telco & Internet Virtual Tour, with calls with Deputy CFO at SoftBank KK & Heads of IR at Rakuten, NTT, KDDI and Z Holdings
March 2, 2021 – March 3, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting virtual meetings for NSR clients with the deputy CFO of SoftBank KK, and Heads of IR at Z Holdings, Rakuten, KDDI, SoftBank KK and NTT. Format will be a small group, with the focus on Q&A.
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Investor Meeting: Telecom Italia CEO, Luigi Gubitosi, Roadshow
March 2, 2021 — Virtual
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INVESTOR CALL w/ AMX HEAD OF IR, DANIELA LECUONA – THURS 25TH FEB
February 25, 2021 — Virtual
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA will host an Investor Call with America Movil Head of IR, Daniela Lecuona, on THURSDAY FEB 25th at 11:00 AM EST (10 AM Mexico City, 4PM UK).
Key discussion points include:
- The Prospective Tower Spin
- Tracfone sale update
- Brazilian wireless consolidation update
- Balance sheet, use of cash and timing of potential shareholder remuneration
- Underlying fundamentals, including new entrant risk in Colombia
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Investor Meeting: TMT Advisory Meeting with PJT Partners Jim Murray and Chris Harland
February 25, 2021 — Virtual
Hosted by Jonathan Chaplin
PJT Partners is a boutique advisory firm with extensive experience in the Tech/Communications sector. The meeting will provide an opportunity to review:
• The advisory perspective on the current state of the TMT Industry.
• Overview of the financing environment/deal structuring perspectives, including the role of SPACs.
• How the changing regulatory environment could impact corporate strategy/deals going forward.
• How US/China trade, IP dispute/resolution, 5G race, & Huawei ban, all impact the future of M&A.
• Recent Transactions include:
o SKY/CMCSA
o Softbank/OneWeb
o TMUS/Sprint
o LGF/STARZ
o Altice/Cablevision
o VZ/YHOO
o CMCSA/Dreamworks
o VZ/Fleetmatics
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Conference Call: Vantage Towers
February 25, 2021 — Virtual
Hosted by James Ratzer
: With the Vantage Towers IPO seemingly very imminent, New Street Research European Towers analyst, James Ratzer will be hosting a call to discuss his views on Vantage Towers, its valuation and how it fits into the whole European towers space.
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Conference Call: DISH- Lessons from Rakuten
February 23, 2021 — Virtual
Hosted by Jonathan Chaplin
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Conference Call: Can Intel break up into a foundry and a fabless
February 19, 2021 — Virtual
Hosted by Pierre Ferragu
We have done unique work in recent weeks, dissecting the financials of TSMC and Intel to help investors understand 1) how the latter could outsource to the former, with what implications on its competitiveness and cost structure, and 2) Why we see TSMC in such a strong and defensible position.
We leveraged this work to answer the above key question: Could Intel split in two, with a fabless design entity on one side, and a foundry on the other side. The idea is appealing, and is part of the routes the incoming activist investor would want to consider.
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Investor Meeting: Fireside Chat with VisionFund CFO Navneet Govil
February 12, 2021 — Virtual
Hosted by Pierre Ferragu
Pierre Ferragu will host Navneet Govil, CFO of the Vision Fund for a Fireside Chat on Friday, 2/2 @ 10am EST. Key topics to be discussed are 1) update on key investments, IPO pipeline, The Vision Fund Platform, Vision Fund 2 and Role of Vision Fund with SoftBank Group.
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Conference Call: TSMC- Does the ’21 capex hike imply $100bn in revs & $30bn in FCF in ’26?
February 11, 2021 — Virtual
Hosted by Pierre Ferragu
Last week, we published a deep dive into TSMC’s unique operating model. We looked at TSMC’s historic return profile, how economics of leading vs. lagging edge nodes strengthen TSMC’s competitive position, and what the 2021 capex guide of $25-28bn can tell us about expected long-term revenue and FCF targets.
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Conference Call: Cisco in 2021 – best play on IT spend recovery
February 8, 2021 — Virtual
Hosted by Pierre Ferragu
We have an edge on IT spending, accurately following spending trends with a rigorous bottom up approach every quarter. Based on that and looking back at how the pandemic affected patterns, we come to a counter consensual view: amongst legacy payers, those most exposed to discretionary and on-prem-related spending are likely to do well. In that group, we have a particular conviction on Cisco, most exposed to a recovery, likely to beat expectations and with a very attractive valuation.
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Conference Call: Intel outsourcing to TSMC – Is intel improving or deteriorating its competitiveness in the process?
February 5, 2021 — Virtual
Hosted by Pierre Ferragu
As a follow up to the piece we published two weeks ago looking into the economics of Intel outsourcing leading edge laptop CPUs to TSMC, we published on Friday a piece last week looking at how the move would position Intel from a competitive standpoint.
We debunk first some widely-held beliefs about node comparison between Intel and TSMC, and the timing of their introduction for x86 chips. Second, we go over how node leadership vs. manufacturing differentiation matters for different chips, and how timing matters, by product segment.
Based on these observations, we conclude with a timeline of what we expect to happen, in which we clearly see Intel strengthening its competitive position, from the low point of 2020, and beyond the initial improvement we expect to materialize in 2021.
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Investor Meeting: Fireside Chat with Pagseguro, CEO, Ricardo Dutra – Winning Wallet Share
February 4, 2021 — Virtual
Hosted by Soomit Datta
Soomit Datta is hosting Pagseguro CEO, Ricardo Durata for a fireside chat ahead of FY results and will provide perspectives on 2021. Ricardo will be able talk through the expansion of Pagbank, focusing on Credit and the pace of expansion of the loan book, in addition to touching on the possibilities for insurance, asset management and the marketplace. Focus will also be on the E-Commerce push on the underlying Acquirer business following the acquisition of Wirecard Brasil (Moip).
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Conference Call: Power Semi’s & Electrification
February 3, 2021 — Virtual
Hosted by Pierre Ferragu
As EVs are now gathering steam across the globe, renewables are set to re-accelerate in 2021, after a short pause, and become a material growth driver for power semis. Resulting demand is gigantic, and for (in our knowledge) the first ever power-semiconductor market forecast to 2030, taking into account demand from a boom in renewable energy generation and storage.
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Investor Meeting: fireside chat with DIGI CEO Albern Murty & CFO Ingrid Gloerson Folkeson
February 2, 2021 — Virtual
Hosted by Chris Hoare
Chris Hoare is hosting the Malaysian wireless operator, DIGI CEO, Albern Murty & CFO, Ingrid Gloerson Folkeson for a fireside chat to discuss the return to revenue growth through investments in fiber and an increased focus on enterprise customers and more.
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Conference Call: How INTC will outsource to TSMC
January 25, 2021 — Virtual
Hosted by Pierre Ferragu
Pierre Ferragu will host a conference call to discuss his latest research piece on how he believes INTC will outsource to TSMC and what it will mean for leading edge manufacturing, how it would affect the economics of each company and much more.
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Conference Call: Will the Supreme Court Drive Another Round of Broadcast Consolidation?
January 21, 2021 — Virtual
Hosted by Blair Levin
Blair Levin will host Harold Feld and Jack Goodman to discuss if the Supreme Court will Drive another Round of Broadcast Consolidation.
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Conference Call: TME management takeaways
January 20, 2021 — Virtual
Hosted by Jin Yoon
Jin Yoon will host a Conf. Call post his management callback with Tencent Music, today, 1/20 @ 10am EST
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Conference Call: What Will Be Done About Section 230
January 15, 2021 — Virtual
Hosted by Blair Levin
Blair will host a call this Friday, January 15th @ 10am to address the changes likely coming to Section 230 under the new Congress and the Biden Administration, and the implications of potential changes for various companies in the TMT space. Our Policy Advisor Blair Levin will discuss the rapidly changing factual and political landscape on these issues with Matt Perault, a highly regarded expert on the interplay of law and technology
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Conference Call: DADA IR team callback
January 13, 2021 — Virtual
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL TODAY, JAN 13TH, AT 10AM EST (11PM HKT) to discuss his feedback, and key takeaways post his Dada Nexus (BUY) update call with IR.
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Russian Telco Tour: meeting with IR teams from VEON & MTS
January 13, 2021 – January 14, 2021 — Virtual
Hosted by Alastair Jones
Alastair is hosting IR from each VEON & MTS on Wednesday, January 13th @ 10am and Thursday, January 14th @ 10am respectively for small group calls to discuss the state of the Russian Telco market post Covid, retail optimization and relative strategies between the companies and more
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Conference Call: IQ, Tcom, Tencent callback 4Q20 pre-blackout takeaways
January 12, 2021 — Virtual
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on TUESDAY, JAN 12TH, AT 10AM EST (11PM HKT) to discuss his feedback, and key takeaways post his iQIYI (BUY), Trip.com (NEUTRAL) and Tencent (BUY) pre-blackout calls with IR.
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Conference Call: 2021 New Street’s Best Ideas
January 11, 2021 — Virtual
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Industry Expert: Insight into US policy on Chinese telcos with Wiley Rein & Rick Sofield
January 11, 2021 — Virtual
Hosted by Chris Hoare
New Street Asian Telco analyst Chris Hoare will be hosting Rick Sofield and Nova Daly, partners at Wiley Law, next MONDAY, JANUARY 11TH, AT 12PM ET, to discuss the further restrictions imposed by the U.S. government on Chinese Telcos, including recent stock delistings, and the next steps in the U.S./China relationship, as well as how this may change under a Biden Presidential Administration.
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Conference Call: Democrats Gain Control – Implications for TMT Policy
January 8, 2021 — Virtual
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Conference Call: BABA & JD Post Mgmt. Callback
January 7, 2021 — Virtual
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Conference Call: EDU & TAL Callback Takeaways and 2021 Top Chinese Internet Ideas
January 4, 2021 — Virtual
Hosted by Jin Yoon
Jin Yoon discusses his takeaways from his management callbacks with TAL & EDU as well as discuss his top ideas in Chinese Internet for 2021.
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Fireside Chat: Liberty Latin America CFO, Chris Noyes
December 17, 2020
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Fireside Chat: Iliad CFO, Nicolas Jaeger
December 15, 2020 — Virtual
Hosted by Russell Waller
Iliad is currently in three markets, and we see upside triggers in all three markets. There is a lot for us to discuss with Nicolas!
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Conference Call: Reshaping Wireless Competition, The Role of New 3GHz Spectrum
December 11, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with PT Telkom Finance & IR and Protelindo, President Director, Adam Gifari
December 10, 2020
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Investor Meeting: Millicom CFO Tim Pennington
December 10, 2020 — Virtual
Hosted by Soomit Datta
Focus will be on a business update as we approach YE.
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Investor Meetings: Japan Telco Virtual Tour with NTT
December 9, 2020
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Investor Meetings: Malaysian Telco Tour with Axiata Head of IR, Clare Chin
December 9, 2020
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Investor Meeting: NTT Senior Manager, Investor Relations, Yusuke Nakayama
December 9, 2020
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with XL Axiata Head of IR, Indar Singh Dhaliwa and Tower Bersama Head of IR, Ahna Dewan
December 9, 2020
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with Indosat Head of IR, Christy Kusumaatmaja
December 8, 2020
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Fireside Chat: MercadoLibre CFO, Pedro Arnt
December 3, 2020
Hosted by Soomit Datta
Focus will be on fintech and the credit opportunity, discussing themes coming out of New Street's recent initiation "Wallet Wars", as well as feedback from Pedro on last week's Black Friday in Brazil.
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Investor Meetings: Japan Telco Virtual Tour with Softbank KK CFO, Kazuhiko Fujihara and NTT DOCOMO Senior IR Officers
December 2, 2020
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Investor Meetings: Malaysian Telco Tour with Digi CFO, Inger Gloersen Folkeson
December 2, 2020
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Investor Meetings: Japan Telco Virtual Tour with KDDI Head of IR, Ikuko Hongou and Rakuten Head of IR, Jeremy Tonkin
December 1, 2020
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Investor Meetings: Telecom Italia CEO, Luigi Gubitosi
November 24, 2020
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Investor Meetings: Virgin Media CEO, Lutz Schule
November 24, 2020
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Investor Meetings: China Telco Virtual Tour with China Mobile General Manager of IR, Grace Wong and China Unicom Head of IR, Ivan Wong
November 24, 2020
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Investor Meetings: Telefonica Deutschland CFO, Markus Rolle
November 23, 2020
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Investor Meetings: Deutsche Telekom Germany, CEO – Srini Gopalan
November 23, 2020
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Investor Meetings: China Telco Virtual Tour with China Telecom Head of IR, Nick Fung
November 23, 2020
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Investor Meeting: TIM Brasil, Head of Financial Services, Renato Ciuchini
November 23, 2020 — Virtual
Hosted by Soomit Datta
We look forward to discussing the extent of the Fintech opportunity with Renato who is driving this initiative at TIM
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Fireside Chat with Vision Fund CEO Rajeev Misra
November 12, 2020
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Conference Call: Biden Transition, A Conversation with Tom Wheeler, the former FCC Chairman
November 11, 2020
Hosted by Blair Levin and Jonathan Chaplin
What to Expect From the Biden Telecom/Tech Policy.
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky Wu
November 6, 2020
Hosted by Spencer Kurn
Please join us for an investor call with Colony Capital management following their earnings release call.
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Conference Call: Post-Election Policy Pivots
October 23, 2020
Hosted by Blair Levin and Jonathan Chaplin
Jonathan Chaplin & Blair Levin will host a conference call to wrap up our miniseries on the future of telecom policy in the wake of the November election. We'll focus on the risk and opportunities in terms of policy affecting cable (including the return to Title II), wireless (including potential changes in spectrum policy) and the sector generally (including potential changes for USF). We will also discuss how the debate around regulating Big Tech, including privacy, antitrust, and regulation could impact such things as merger activity in our sector under either election result. Finally, we'll look to the policy initiatives most likely to be championed, depending on the election outcomes, and address how those initiatives could impact our sector.
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Conference Call: MercadoLibre Initiation, “Wallet Wars”
October 23, 2020
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Investor Meetings: Telia’s new CEO, Allison Kirkby and new CFO, Per Christian
October 22, 2020
Hosted by James Ratzer
This will be the CEO, Allison Kirkby's first roadshow since her appointment.
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Investor Meeting: Oi CEO, Rodrigo Abreu, and CFO, Camille Faria
October 19, 2020
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Conference Call: Post-Election Policy Pivots with Grace Koh & Harold Feld, veterans of creating tech/telecom policy
October 16, 2020
Hosted by Blair Levin and Jonathan Chaplin
The Role of the White House, the Congress and the Courts in setting Tech and Telecom Policy. We'll look at potential initiatives by either a Trump or Biden Administration, the likelihood of legislation (from infrastructure, to antitrust, to a telecommunications rewrite), and key cases affecting the ability of state, local, and federal authorities to regulate various private enterprise in the sectors. We'll be joined on the call by GRACE KOH & HAROLD FELD, veterans of creating tech and telecom policy from both sides of the aisle.
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Conference Call: Nvidia, Downgrade to Sell, 1-year target $400
October 13, 2020
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Conference Call: Tesla: Hyper-growth decade ahead – Upgrading to buy, price target $590
October 9, 2020
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Conference Call: The Outlook for Telecom Regulation with Rick Chessen, Anna Gomez & Bryant Tramont, FCC veterans
October 9, 2020
Hosted by Blair Levin and Jonathan Chaplin
Between Covid-19 and the election, little appears certain about what the next year holds in US telecommunications policy. On some issues, such as Title I or II, or a nationalized 5G network, there appear to be stark differences. On others, such as spectrum, the differences are more nuanced. There appears to be a consensus that the digital divide must be bridged but no consensus on how to do so. On a host of consumer protection issues there is a wide variation and telecom regulation will inevitably be affected by the wave of legal and policy attacks now underway against Big Tech.
We'll have three guests with extensive experience with the FCC (working for both Democrats and Republicans) and the general environment in DC. They will help us understand what is and isn't worth worrying about for the next year of telecoms regulation, depending on who wins, and what issues we may be overlooking as the interplay of technology, markets and politics transforms the policy makers' agenda.
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Investor Meeting: NOS CFO, José Pedro Costa
October 9, 2020
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Conference Call: NTT Buyout of DOCOMO Minorities Regulatory Impact & Derivative Implications
October 6, 2020
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Conference Call: Datacenter & Data Networking Virtual Catch-up with Group 650 founder, Alan Weckel
October 2, 2020
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Conference Call: The Future of Antitrust in Post-Election Policy Pivots with Industry Leading Antitrust Experts
September 25, 2020
Hosted by Blair Levin and Jonathan Chaplin
We'll be joined on the call by GENE KIMMELMAN and PHILIP VERVEER, two of today's most important thinkers on matters of antitrust.
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Investor Meetings: Thai Telco Virtual Tour with DTAC CFO, Dilip Pal and TRUE Head of IR, Nan Chantadisai
September 24, 2020
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Investor Meetings: Thai Telco Virtual Tour with AIS Head of IR Nattiya Poapongsakorn
September 21, 2020
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Conference Call: AB5, Prop 22, and implications for Uber/Lyft with Rachelle Chong, former FCC/CPUC Commissioner
September 18, 2020
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Conference Call: Reshaping Wireless Competition – The Role of the L-Band
September 17, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: ASML CFO discussion with Roger Dassen, EUV presentation by Marco Pieters, and an IR discussion with Marcel Kemp
September 15, 2020
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Conference Call: TSMC initiation, Buy, $640 target
September 1, 2020
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Conference Call: Insight into U.S. government policy on Huawei with Wiley Law partners
August 28, 2020
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Fireside Chat: Ian Thornton, Head of IR, ARM
August 27, 2020
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Investor Meeting: 1&1 Drillisch CFO, Markus Huhn
August 26, 2020
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Investor Meeting: HKBN CEO, NiQ Lai
August 26, 2020
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Fireside Chat: Softbank’s Vision Fund CFO, Navneet Govil
August 14, 2020
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky Wu
August 7, 2020
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Investor Meeting: Digi CFO, Inger Gloersen Folkeson
August 3, 2020
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Conference Call: C-Band & CBRS Valuations – Reshaping Wireless; Winners & Losers
July 29, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: Tesla Head of IR, Martin Viecha
July 28, 2020
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Fireside Chat: Maxis (Malaysia) CFO, Wayne Treeby
July 27, 2020
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Conference Call: Apple: Looking at valuation on a per-user basis. Is the stock pricing in the next revolution already?
July 27, 2020
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Conference Call: Opensignal analysts Iain Fogg and Hardik Khatri to explain their analysis of Rakuten’s user experience
July 17, 2020
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Conference Call: ARM, Many Good Reasons to IPO in 2021
July 16, 2020
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Investor Meetings: Telekom Indonesia and Telkomsel, Heads of IR
July 15, 2020
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Conference Call: Shareholder return series: Intel – Why the disconnect between fundamentals & stock performance?
July 8, 2020
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Investor Meeting: LG Uplus Head of IR, Meagan Noh
July 8, 2020
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Conference Call: Should Cable Investors Fear A Biden Administration?
July 1, 2020
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Conference Call: LBTYA / TELEFONICA Deal Implications
May 11, 2020 — Virtual
Hosted by James Ratzer, Soomit Datta
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Investor Meeting: with wireless industry expert Babak Jafarian
May 8, 2020 — Virtual
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Investor Meeting: Spectrum Series with Federated Wireless CEO Iyad Tarazi
May 7, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin, Spencer Kurn
This is part of New Street Research's Spectrum Series calls
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Investor Meeting: with co-founder of WalkTheChat Thomas Graziani
May 7, 2020 — Virtual
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Investor Meeting: with Charter CFO Chris Winfrey
May 4, 2020 — Virtual
Hosted by Jonathan Chaplin
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Investor Meeting: with Altice CEO Dexter Goei
May 1, 2020 — Virtual
Hosted by Jonathan Chaplin
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Investor Meeting: Spectrum Series with Ligado Networks Management
May 1, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin
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Investor Meeting: Virtual Roadshow with Tele2’s CEO, CFO, CCO and IR team
April 23, 2020 — Virtual
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Investor Meeting: with Group650 founder Alan Weckel
April 17, 2020
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Investor Meeting: The Year of Spectrum call with Bruce Mehlman, a Leading Government Affairs Consultant for TMT
April 16, 2020 — Virtual
Hosted by Blair Levin, Jonathan Chaplin
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Investor Meeting: ‘The Year of Spectrum’ client call with Google’s Principal Wireless Architecht, Preston Marshall
April 2, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin
This will be the second call in our "THE YEAR OF SPECTRUM' Speaker Series, the purpose of which is to explore the threats and opportunities that new spectrum brings to the established Mobile and Broadband players. Our second speaker will be Preston Marshall, Principal Wireless Architect for Google, and a key player in the spectrum policy debates throughout the government. We will focus on CBRS, including what we already see in how enterprises are using that band, and the upcoming auction.
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Conference Call: Where is Softbank going to find $41B? Hosted by New Street Research’s Jonathan Chaplin, Pierre Ferragu, James Ratzer, Chris Hoare and Jin Yoon
April 1, 2020 — Virtual
Hosted by Jonathan Chaplin, Pierre Ferragu, James Ratzer, Chris Hoare, Jin Yoon
In light of recent news flow, the call will provide an opportunity to address our latest thoughts on SoftBank Group, and derivative implications for BABA, SPRINT/TMUS, SOFTBANK KK, AND DT. We will have the full coverage team on the call for key takeaways for their respective coverage names on the call, including: Pierre Ferragu (Tech Infrastructure), Jonathan Chaplin (US Communications), James Ratzer (European Communications), Chris Hoare (Asian Communications), and Jin Yoon (Asian Internet).
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Investor Meeting: New Street Research Speaker Series w/ Hank Hultquist, Vice President of Federal Regulatory for AT&T
March 26, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin