Research

Lumen investor day takeaways…all better now?

TTD Initial Thoughts – The Golden Rule is Dead

Totalplay (HY) - Q4 25: Decent quarter; homes passed up by 1.8m

CHTR Quick Hit: Nick Jeffery joins as Chief Operating Officer

Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxis additive, not cannibalistic

That’s a wrap! Takeaways from Metro Connect day 2

South Korean Telcos – Explosive share price performance – is it sustainable?

Conversion of Shopee Users to Loan Users remains a Key Growth Driver for FinTech over the Next Five Years

Swisscom/Sunrise to Reduce (from Neutral) – Current multiple not justified by Swiss outlook

Save The Dates: 26 Asia Tech Tour Lineup

Telecom Italia (Neutral): Solid quarter but up with events

AMEC (688012 CH): Deposition Is the Next Growth Driver

AMD 6GW deployment for Meta – On a path to exceed 10% market share

American Tower 4Q25 Quick Take

AI Power Semis: How are market shares trending?

WBD/PSKY/NFLX Update

Telefonica: Brazil is trying to save the day – but by not quite enough

Takeaways from Metro Connect 2026 Day One

AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs)

Digi Q4 25: New bullish Spanish guidance; Portugal fibre roll to stall