Research

CLIENT CALL: TMUS/S DEAL UPDATE TUESDAY, FEBRUARY 18TH, 11AM ET
Jonathan Chaplin
Blair Levin
02/18/2020
NSR Policy: C-Band: How Will FCC Respond to Senatorial Suggestion to Change its Name “to the Federal Sucker Commission” and Broadcasters’ Suggestion to Change Penalty Provisions? Plus Litigation Between FCC and Cities Continues to be Messy.
Blair Levin
02/17/2020
NSR Policy: Implications of the TMUS/S/(DISH) Decision for Other M&A and Antitrust.
Blair Levin
02/17/2020
Thai 5G auction: positive result for AIS
02/17/2020
China Internet in the News (February 17, 2020)
Jin Yoon
02/17/2020
Orange upgrade – is France the best market in W. Europe? Global Weekly Review
Russell Waller
02/17/2020
NSR Policy: President’s Day Weekend TMUS/S/(DISH) Post-Game Q&A Review: Who’s the Strategic Partner(?); Sprint Lifeline Discount; Post-Election Redo(?); Restrictions (and not) on Dish; (Non) Impact on DE issue and DISH’s relationship with the FCC; And, What We Got Wrong.
Blair Levin
02/17/2020
China Internet in the News (February 14, 2020)
Jin Yoon
02/14/2020
Arista 4Q19: Recovery Thesis Intact, We buy the Weakness
Pierre Ferragu
02/14/2020
SoftBank Group: Engineering the buy-back of the century? We see 40% upside
Pierre Ferragu
02/14/2020
Global Interactive Multiples and SOP Model
David Lopes
02/14/2020
VEON – Q419: Solid at group level, Russia a bit weak
Alastair Jones
02/14/2020
Nvidia 4FQ20: Data center strong, gaming weak – we see risks on 2020 expectations
Pierre Ferragu
02/14/2020
BT thought-piece: Private markets could be best placed to help out
James Ratzer
02/14/2020
Global Weekly Review 14.02.20
Team
02/14/2020
SC rejects telcos’ pleas again; 2-player market looms
Chris Hoare
02/14/2020
TME: 4Q19 Preview – 4Q Estimates Intact; Cautious on Social Entertainment for FY20
Jin Yoon
02/14/2020
BABA: FY3Q20 Results – Demand Remains Intact
Jin Yoon
02/14/2020
Japanese Telcos: Good, but not as good as last quarter; Q3 Review
Chris Hoare
02/14/2020
Tesla: $2bn offering – unexpected but sensible
Pierre Ferragu
02/13/2020
Vodafone Hutchison Australia: Federal Court approves merger with TPG
Ian Martin
02/13/2020
Singtel Q320: Australian performance under significant pressure
Alastair Jones
02/13/2020
Rakuten – Q4 19: Mobile losses mounting
Chris Hoare
02/13/2020
Vodafone Idea Ltd – Q3 20: Modest improvements but still underperforming
Chris Hoare
02/13/2020
Orange Q4 19: New guidance, new catalyst – upgrade to Buy
Russell Waller
Shavar Halberstadt
02/13/2020
TMUS/S: What Are The Companies Worth Now?
Jonathan Chaplin
02/13/2020
Brazilian consolidation timetable and 5G auctions – learnings from TIM / AMX earnings calls
Soomit Datta
02/13/2020
Liberty Global: 2020 outlook – More competition, but more cashflow
James Ratzer
02/13/2020
China Internet in the News (February 13, 2020)
Jin Yoon
02/13/2020
DLR 4Q19 Quick Take: Results Soft, But Bookings Strong; M&A Could Be Transformative For DLR This Year
Spencer Kurn
02/13/2020
BABA: FY3Q20 Flash – Revs Above Expectations
Jin Yoon
02/13/2020
Telstra (Neutral): 1H20 Result better than it looks, really
Ian Martin
02/13/2020
ATUS 4Q19 Quick Take: Broadband Subscriber Growth Recovered; Financials Soft
Jonathan Chaplin
02/13/2020
CLIENT CALL: BABA CALLBACK POST-PRINT TAKEAWAYS THURSDAY, FEBRUARY 13TH 10:30AM ET
Jin Yoon
02/13/2020
AMAT – confidence on strong FY20 increasing. Increase TP to $75
Pierre Ferragu
02/13/2020
Cisco 2FQ20: Enterprise momentum continues to weaken
Pierre Ferragu
02/13/2020
Asian Internet Expert Speaker Series: VP at SF Express on Coronavirus Impact
Jin Yoon
02/13/2020
Asian Internet Expert Speaker Series: Leading Taobao Partner(TP) in China to Discuss the Coronavirus Impact
Jin Yoon
02/12/2020
TIM Brasil Q4s: Quick Take – Service revenue growth expands, EBITDA beat
Soomit Datta
02/12/2020
Telenet Q4 19: Core cable franchise in better health
James Ratzer
02/12/2020
China Internet in the News (February 12, 2020)
Jin Yoon
02/12/2020
HKT: H219 – OK results, but outlook remains a challenge
Alastair Jones
02/12/2020
AMX Q4s – Quick Take post earning call: US options/Brazil consolidation/Wireless strength
Soomit Datta
02/12/2020
CLIENT CALL: JIN YOON HOSTS VP OF LOGISTICS AT SF EXPRESS – WEDNESDAY, FEBRUARY 12TH 10AM ET
Jin Yoon
02/12/2020
EQIX 4Q19 Quick Take: Solid Results; Growth Should Accelerate Throughout The Year
Spencer Kurn
02/12/2020
BABA: Rumored Not Included in the Latest Stock Connect List. For Now?
Jin Yoon
02/11/2020
Sprint T-Mobile: implications for Telecom Equipment in a single slide
Pierre Ferragu
02/11/2020
NBN Co 1H20 result: Will remain a cashflow management story beyond Completion
Ian Martin
02/11/2020
Deutsche Telekom: A further positive pivot towards the US
James Ratzer
02/11/2020
China Internet in the News (February 11, 2020)
Jin Yoon
02/11/2020