12:00 ET/ 17:00 UK.

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).

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.

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

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.

9AM EST (10PM HKT)-) Feedback, and key takeaways post Jin Yoon's Trip.com (BUY) call with management.

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.

7:00 ET, 12:00 UK / 20:00 Sing/HK – w/Adam Gifari President Director and Eugene Galbraith Director.

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.

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

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.

10AM ET, 3PM UK, 4PM CET

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

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.

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.

How is hyperscaler capex shaping up for 2023; which vendors are set to benefit. (Virtual).

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.

11:00 ET / 16:00 UK.

​00:00 midnight UK, 9:00 Seoul, 8:00 HK/SIN, 11:00 / 19:00 ET.

10:00am ET.

Initiation on European Payments (Adyen, Worldline, Nexi) at 10:00 ET / 15:00 UK.

Discussion on factors driving Tesla performance.

How is the market shaping up in 2023? Updates on silicon carbide: competitive dynamics, adoption, growth (Virtual).

Contact NSR Technology Infrastructure-ben@newstreetresearch.com

10AM EST (11PM HKT)

10AM EST (11PM HKT)

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

12:40pm PT, 2:40pm CT, 3:40pm ET, 8:40pm London, 4:40am HK/SIN, 7:40am SYD -Nick Fung – IR

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.

3am PT, 5am CT, 6am ET, 11am London, 7pm HK/SIN, 10pm SYD-Billy Tang - IR

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

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.

9AM EST (9PM HKT)

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.

9AM EST

9AM EST (9PM HKT)

AT 9AM EST (9PM HKT), Jin Yoon will discuss his feedback, and key takeaways post his Baidu (BUY) call with IR.

9AM EST (9PM HKT)

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").

9AM EST (9PM HKT)

830AM EST (830PM HKT)

9AM EST

11am EST

• 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.

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

8AM EST (8PM HKT)-New Street analyst Jin Yoon to discuss his feedback, and key takeaways post his Alibaba (BUY) call with IR.

10AM EST / 3PM UK

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.

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.

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.

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.

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.

1:30PM UK / 8:30AM ET

12:30am London, 9:30am Tokyo, 8:30am HK/SIN, 10:30am SYD, 4:30pm PT, 6:30pm CT, 7:30pm ET

14:30 GMT.

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.

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.

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.

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.

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.

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.

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.

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.

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.

9:00 am EST (10PM HKT).

930AM EST (1030PM HKT). Jin will discuss his feedback, and key takeaways post his Kuaishou (BUY) management callback on the 3Q21 print.

12am (midnight) PT, 2am CT, 3am ET, 8am London, 5pm Tokyo, 4pm HK/SIN, 7pm SYD.

12am (midnight) PT, 2am CT, 3am ET, 8am London, 5pm Tokyo, 4pm HK/SIN, 7pm SYD-Yusaku Koayashi, Director.

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).

12pm ET: STRATEGY, CORPORATE DEVELOPMENT & IR (ANDRE CHAVES, LISSA SCHREURS).

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

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

11:30AM EST (NOV 19TH, 12:30AM HKT)

10AM EST (11PM HKT)

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.

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.

9AM EST (10PM HKT)-Jin will discuss his feedback, and key takeaways post his Weibo (BUY) management callback on the 3Q21 print.

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.

11AM EST (NOV 11TH 12AM HKT)

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:

3pm London time, 4pm CET, 10am NYC

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.

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.

9AM EST (9PM HKT)

9AM EST (9PM HKT)

1pm ET-Discussion of the 3.45GHz auction, which has been underway since October 5th, with over 20 rounds completed and prices clearing $3BN.

10:00am ET.

9am ET

9AM EST (9PM HKT)

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.

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?

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.

10AM ET/3PM UK

9:00AM EST (9:00PM HKT)

9:00AM EST (9:00PM HKT)

8:30am ET, 1:30pm London, 4:30pm Dubai, 7:30pm JKT, 8:30pm SIN, 10:30pm SYD.

Call with Ahna Dewan (Head of IR) and Veronica Jordan (IR).

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).

6am PT, 8am CT, 9am ET, 2pm London, 5pm Dubai, 8pm JKT, 9pm SIN, 11pm SYD.

5am PT, 7am CT, 8am ET, 1pm London, 4pm Dubai, 7pm JKT, 8pm SIN, 10pm SYD.

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.

09:00 AM ET / 2PM UK-Fireside Chat following strong Q2s and with Credit one of the main talking points.

9:30am London, 4:30pm HK/SIN -Grace Wong, IR. Format will be small group focused on Q&A.

7am ET, 12 noon London, 7pm HK/SIN. Ivan Wong, IR. Format will be a small group, with the focus on Q&A.

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.

.30am BST, 9.30am Tokyo (8.30pm EST on the 9/9)

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.

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.

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.

12pm BST, 8pm Tokyo, 7am EST

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.

Understanding the upcoming inflection point in Renewable Energy & Storage. Please Email our Sales team to register interest.

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.

10:00am ET.

9am Toyko, 8am HK/Sing, 1am BST

12pm BST, 8pm Tokyo, 7am EST.

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.

10AM EST (10PM HKT)-Jin to discuss his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 2Q21 print.

9am BST, 5pm Tokyo

Jeremy Tonkin Fireside chat at 1pm BST, 9pm Tokyo, 8am EST

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.

10am EST.

9am ET-FIRESIDE CHAT/Q2 CALL FOLLOWING INITIATION.

12pm ET / 5pm UK time-We see lidar adoption taking off by 2025, reaching an addressable market of >$20bn by 2030.

1030AM EST (1030PM HKT)- Jin Yoon, will discuss his feedback, and key takeaways post his Bilibili Inc (BUY) management callback on the 2Q21 print.

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.

10:30 EST / 15:30 UK .

10:30am EST-Jin to discuss his feedback, and key takeaways post his Vipshop (BUY) and Weibo (BUY) management callback on the 2Q21 print.

11:30 am EST-Jin to discuss his feedback, and key takeaways post his Tencent (BUY) management callback on the 2Q21 print.

9AM EST (9PM HKT). Jin to discuss his feedback, and key takeaways post his Tencent Music Entertainment (BUY) management callback on the 2Q21 print.

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.

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.

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.

10am BST, 5pm KL/HK/Sing

14:00 PM UK / 09.00 AM ET, and 15h00 SA time.

11:00am EST.

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.

09:00AM EST (09:00PM HKT). Jin will discuss his feedback, and key takeaways post his Bilibili Inc (BUY) update call with IR.

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

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.

9AM EST (9PM HKT)

9:00AM EST (9:00PM HKT)

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.

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.

09:00 AM ET / 2PM UK.

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.

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).

9AM EST (9PM HKT). Call to discuss his feedback, and key takeaways post his Alibaba (BUY) pre-blackout call with IR.

11:00 EST/16:00 UK. Focused on Cloud, IoT, Networking and the Datacenter.

10am ET/3pm UK-The call will follow up on themes from our recent initiation.

11am EST. The focus will be on African FinTech and our guest speakers will provide insights on the mobile money/lending opportunity.

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.

11:00AM EST (11:00PM HKT)

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?

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.

3:30am PT, 5:30am CT, 6:30am ET, 11:30am London, 6:30pm HK/SIN, 8:30pm SYD

5am PT, 7am CT, 8am ET, 1pm London, 8pm HK/SIN, 10pm SYD

Call is at 10AM ET, to review the upgrade path for Cable in response to Biden's Broadband Infrastructure Plan.

4am PT, 6am CT, 7am ET, 12 noon London, 7pm HK/SIN, 9pm SYD

11am ET / 4pm UK time. Understand how a company can migrate servers to AMD.

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

10:00AM EST (10:00PM HK)

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.

10:00AM EST (10:00PM HKT)-Education Stocks May Be Nearing the Bottom.

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.

8am EST. Please let us know if you would like to attend.

Conference call with Ikuko Hongou, Deputy Manager IR and Toshiyuki Miyakawa

11:45AM EST (11:45PM HKT)

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.

US TIMES: May 25th: 5pm PT, 7pm CST, 8pm ET EUROPE/ASIA TIMES: May 26th: 1am BST, 9am JST, 8am SST, 10am AEST

09:45AM EST (09:45PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his Pinduoduo (BUY) management callback on the 1Q21 print.

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.

10AM ET / 3PM UK

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.

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.

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.

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.

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.

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.

12:15PM EST-(MAY 19TH 12:15AM HKT)

11:00AM EST (11:00PM HKT)

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.

0AM ET / 3PM UK. Japan Ecommerce Initiation Call, to review our recent coverage initiation of BUY rated Mercari and ZOZO.

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.

10:00am EST

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.

11:00 AM EST (10 AM Mexico City, 4PM UK). AMX remains one of New Street's top picks in the LatAm telco space.

10:00am EST

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.

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.

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.

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.

Jin Yoon discusses his feedback, and key takeaways post his Bilibili Inc (BUY) update call with IR.

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.

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.

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.

1030AM EST (1030PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his Tal Education (BUY) management callback on the 4QFY21 print.

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.

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.

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.

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).

9am ET, 2pm London-Call with Ahna Dewan (Head of IR) to understand the latest developments in the market (pricing, competition, regulation etc).

Join us at 11:00am EST as we discuss why we think the stock can triple in 3 years.

9AM EST (9PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his iQIYI (BUY) and Trip.com (NEUTRAL) update calls with IR.

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.

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.

ALIBABA (BUY) FY4Q21 PRE-BLACKOUT CALL TAKEAWAYS-9:00AM EST (9:00PM HKT)

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.

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!

New Street Analyst Blair Levin expands on his recent note on Biden's Proposed Infrastructure Plan. Call at 2pm EST.

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.

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.

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.

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.

Jin Yoon discusses his feedback, and key takeaways post his Meituan (BUY) management call back off the 4Q20 print.

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.

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.

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".

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.

Please reach out to your New Street Research sales representative to register for this event.

We are hosting a conference call on Thursday, March 11th at 11am ET / 4pm UK to go over our research and findings.

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.

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.

Please note the registration link is for the Tuesday, March 9th meeting. Please email your salesperson for the Wednesday meeting registration link.

Colony Capital Post 4Q20 Results Investor Meeting

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.

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

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

: 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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

Blair Levin will host Harold Feld and Jack Goodman to discuss if the Supreme Court will Drive another Round of Broadcast Consolidation.

Jin Yoon will host a Conf. Call post his management callback with Tencent Music, today, 1/20 @ 10am EST

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

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.

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

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.

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.

Jin Yoon discusses his takeaways from his management callbacks with TAL & EDU as well as discuss his top ideas in Chinese Internet for 2021.

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!

Focus will be on a business update as we approach YE.

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.

We look forward to discussing the extent of the Fintech opportunity with Renato who is driving this initiative at TIM

What to Expect From the Biden Telecom/Tech Policy.

Please join us for an investor call with Colony Capital management following their earnings release call.

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.

This will be the CEO, Allison Kirkby's first roadshow since her appointment.

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.

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.

We'll be joined on the call by GENE KIMMELMAN and PHILIP VERVEER, two of today's most important thinkers on matters of antitrust.

This is part of New Street Research's Spectrum Series calls

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.

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).