7:30am ET, 12:30pm London

9AM EST (9PM HKT) - Jin to discuss his feedback, and key takeaways post his Trip.com (BUY) call with management.

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.

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.

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.

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)

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.

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.

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.

1030AM EST (1030PM HKT)-Analyst Jin Yoon ) to discuss his feedback, and key takeaways post his Bilibili (BUY) management callback on the 2Q22 print.

10AM EST / 3PM UK -: We upgraded DLOCAL HERE just before the Q1s seeing a good entry point.

(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

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).

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.

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).

(Sept. 4th US Times) 5am PT, 7am CT, 8am ET, 1pm London, 9pm Tokyo, 8pm HK/SIN, 10pm SYD

945AM EST (945PM HKT)-Jin to discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 2Q22 print.

9AM EST / 2PM UK-We think investors should be focused on the Brazilian telcos market right now.

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.

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.

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.

10AM EST (10PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 2Q22 print.

1145AM EST (1145PM HKT)

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.

6am PT, 8am CT, 9am ET, 2pm London, 9pm HK/SIN, 11pm SYD

AT 930AM EST (930PM HKT), Jin Yoon will discuss his feedback, and key takeaways post his Vipshop (NEUTRAL) management callback on the 2Q22 print.

1130AM EST (1130PM HKT)-Jin to discuss key takeaways post his Tencent (BUY) management callback on the 2Q22 print.

11AM EST (11PM HKT)-

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.

11AM EST (11PM HKT)-Jin will discuss his feedback, and key takeaways post his Alibaba (BUY) management callback on the CY2Q22 print.

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

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).

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.

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.

11:00 US / 16:00 UK-Please join New Street Research for this virtual event with Mark D’Aria, CEO at bit pro.

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.

10AM ET - Analyst Jonathan Chaplin to discuss why we think the credit and equity markets are wrong about Dish.

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

9AM EST (9PM HKT)

9AM EST-Jin Yoon to discuss his feedback, and key takeaways post his Tencent (BUY) call with IR.

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?

9AM EST (9PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his JD.com (BUY) call with IR.

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.

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.

9AM EST (9PM HKT)

9AM EST (9PM HKT)-Discussion of feedback, and key takeaways post his Alibaba (BUY) call with IR.

1am ET/4pm BST. Discussion on the next 5 years. Secular drivers and the next peak.

9AM EST (9PM HKT)

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.

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”.

12PM ET / 5PM UK

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.

04:00 ET / 9:00 UK

10:30am ET-Jin Yoon ) to discuss his feedback, and key takeaways post his Bilibili (BUY) management callback on the 1Q22 print.

05:00 ET, 10:00 UK

8:00 ET, 13:00 UK. Please contact sales to participate.

8th June 8:00 ET / 13:00 UK

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.

Z Holdings

8am EST/1pm BST

945AM EST (945PM HKT-Jin Yoon will discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 1Q22 print.

1pm UK-Please reach out to your salesperson if you are interested in attending.

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).

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

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.

930AM EST (930PM HKT)

1145AM EST (1145PM HKT)

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.

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.

Please contact sales to discuss participation.

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.

Date and Time TBC. Please contact sales to participate.

10am ET / 3pm BST-

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.

9AM EST (9PM HKT)

1030AM EST (1030PM HKT)-JIN YOON TO HOST DIRECTOR AT SF EXPRESS

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.

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.

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.

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.

9AM EST (9PM HKT)-Analyst Jin Yoon to discuss his feedback, and key takeaways post his Tencent (BUY) update call with IR.

9AM EST (9PM HKT)-Jin to discuss his feedback, and key takeaways post his Dada Nexus Ltd (BUY) update call with IR.

9AM EST (9PM HKT)-Analyst Jin Yoon will discuss his feedback, and key takeaways post his JD.com (BUY) update call with IR.

9am ET/2pm UK.

9AM EST (9PM HKT)

8am ET, 1pm London, 8pm SIN-Ahna Dewan – Head of IR

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.

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.

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.

11AM EST (11PM HKT)

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

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

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.

10AM EST (10PM HKT)

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.

09:00 ET-Fintech is worth one third of Group revenue and is growing fast.

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.

9am ET, 1pm London, 9pm SIN-Hendra Purnama – Director of Investment

1030AM EST (1130PM HKT)

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

7am ET, 12 noon London, 8pm SIN-Budi Pramantika - CFO

9am ET, 2pm London, 10pm SIN-Adam Gifari – President Director

9AM EST (10PM HKT)

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.

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.

930AM EST (1030PM HKT)

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

3am PT, 5am CT, 6am ET, 11am London , 8pm Tokyo, 7pm HK/SIN, 10pm SYD Jing Ma, Head of IR

12am(Midnight) London, 9am Tokyo, 8am HK/SIN, 11am SYD 4pm PT, 6pm CT, 7pm ET on 28 February

4am PT, 6am CT, 7am ET, 12 noon London, 9pm Tokyo, 8pm HK/SIN, 11pm SYD RAKUTEN – CONFIRMED Jeremy Tonkin, Head of IR

10AM EST (11PM HKT)

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

11AM EST (FEB 25TH, 12AM HKT)

930AM EST (1030PM HKT)

4PM UK/ 11AM ET-We continue our series of Expert Calls on the European merger landscape.

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.

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.

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.

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.

Please contact sales to register.

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.

11am ET / 4pm UK time -Deep Dive into ARM and potential IPO valuation.

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.

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.

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.

10:00am ET

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.

, 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.

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.

11am ET.

11:00am ET-Join us for this 1h webinar to go over our research and findings.

3PM UK TIME/ 10AM ET-This is a virtual investor meeting with Vantage Towers CEO, Vivek Badrinath, on the day of their 3Q22 results.

9:00am ET-Jin to discuss his feedback, and key takeaways post his Tencent Music Entertainment (BUY) update call with IR.

9am ET.

10AM ET-Industry expert speakers from BlueNote Management Consulting to discuss our differentiated work on VRAN bottoms up cost analysis

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.

9AM EST (10PM HKT) - Jin ) to discuss his feedback, and key takeaways post his Baidu (BUY) update call with IR.

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.

9AM EST (10PM HKT)-4Q21 UPDATE CALL TAKEAWAYS

9AM EST (10PM HKT)-Jin will discuss his feedback, and key takeaways post his Tencent (BUY) and iQIYI (BUY) update calls with IR.

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.

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.

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

9AM EST (10PM HKT).

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,

9:00AM EST (10:00PM HKT)- Feedback and key takeaways post Jin's Alibaba (BUY) update call with IR.