Research

Jio valuation: all interests aligned in higher prices; bullish Bharti
Chris Hoare
01/26/2020
No Encouraging Signs for AT&T in Comcast’s Results
Jonathan Chaplin
01/24/2020
Intel: heading towards $20bn FCF and $6 EPS
Pierre Ferragu
01/24/2020
5G, Cloud Capex, Automotive Cycle, etc: A review of semi earnings so far
Pierre Ferragu
01/24/2020
Global Interactive Multiples and SOP Model
David Lopes
01/24/2020
Global Weekly Review 24.01.20
Team
01/24/2020
ASML 4Q19 Results
Pierre Ferragu
01/23/2020
China Internet in the News (January 23, 2020)
Jin Yoon
01/23/2020
Chinese Telcos: China Mobile and Telecom also at risk of big Q4 miss
Chris Hoare
01/23/2020
CMCSA 4Q19 Quick Take: Near-Record Broadband Adds Drive Strong Results
Jonathan Chaplin
01/23/2020
Naspers sells Prosus shares to fund buyback
Alastair Jones
01/22/2020
Broadcom: 15-20% annual return remains. Buy, $360.
Pierre Ferragu
01/22/2020
MTN – Airtel unlikley to fight-back in Nigeria
Alastair Jones
01/22/2020
Mexican cable capex mean reverting; MEGA to Reduce
Soomit Datta
01/22/2020
TAL: 3QFY20 Earnings – PT to $55 on Robust Demand Environment
Jin Yoon
01/22/2020
China Internet in the News (January 22, 2020)
Jin Yoon
01/22/2020
Telstra (Neutral): 1H20 preview: inflection
Ian Martin
01/22/2020
Digi – Q4 19: First positive service revenue growth since 2018
Chris Hoare
01/22/2020
China Unicom pre-releases earnings; net profits miss Q4 expectations by c. 50%
Chris Hoare
01/22/2020
China Internet in the News (January 21, 2020)
Jin Yoon
01/21/2020
Uber accelerating pace towards profitability. Pulling back in most immature markets.
Pierre Ferragu
01/21/2020
We Thought About Upgrading AT&T (But Didn’t)
Jonathan Chaplin
01/21/2020
Tesla: Our 2025 perspective is 2-years closer and a good deal more tangible. Increasing target price to $800
Pierre Ferragu
01/21/2020
EDU: 2QFY20 Earnings – Upward Revision on OP Margins Expected for FY20; PT Increased to USD160
Jin Yoon
01/21/2020
Japanese Telcos: Q3 results likely to surprise, guidance to be lifted?
Chris Hoare
01/21/2020
Tencent: 4Q19 Preview – Waiting for Liftoff in Ads
Jin Yoon
01/21/2020
TAL: 3QFY20 Flash – Strong Results, Softer Than Anticipated Guidance
Jin Yoon
01/21/2020
Indian Mobile – Bharti could beat near term EBITDA by c. 30%
01/20/2020
T: Why We Haven’t Upgraded
Jonathan Chaplin
01/20/2020
China Internet in the News (January 20, 2020)
Jin Yoon
01/20/2020
NSR Policy: TMUS/S/(DISH): After the Final Arguments, We Answer a Few More Questions
Blair Levin
01/20/2020
NSR Policy: C-Band: CBA Kicks Off Real Debate Over C-Band Policy 3.0
Blair Levin
01/20/2020
China Internet in the News (January 19, 2020)
Jin Yoon
01/19/2020
Global Weekly Review 17.01.19
Team
01/17/2020
China Internet in the News (January 17, 2020)
Jin Yoon
01/17/2020
Indian bankruptcy rules; VIL unlikely to emerge intact
Chris Hoare
01/17/2020
MTN Nigeria subscriber numbers support growth outlook
Alastair Jones
01/17/2020
Global Interactive Multiples and SOP Model
Team
01/17/2020
TMUS/S/(DISH) Final Arguments: What to Make of the Sphinx on the East River?
Blair Levin
01/16/2020
TSMC 4Q19 –Implications for the value chain
Pierre Ferragu
01/16/2020
Chinese Telcos: 5G datapoints, customer guidance lifted, CT winning
Chris Hoare
01/16/2020
AMT: A Two-Player Market In India Just Became Our Most Likely Scenario
Spencer Kurn
01/16/2020
Telenor/Axiata: Back to the negotiating table – but to talk about what?
Chris Hoare
David Lopes
Russell Waller
Shavar Halberstadt
01/16/2020
Taiwan 5G auction ends. Downgrade Far Eastone
Alastair Jones
01/16/2020
China Internet in the News (January 16, 2020)
Jin Yoon
01/16/2020
Packaging innovation (I) – the upcoming datacenter GPU war
Pierre Ferragu
01/16/2020
WB: 4Q19 Earnings Preview – Estimates Lowered on Continued Ad Weakness
Jin Yoon
01/16/2020
BREAKING: Indian Telcos – Supreme Court rejects telco’s review petition on AGR dues.
Chris Hoare
01/16/2020
Altice (Buy): More options for more types of shareholders
Russell Waller
01/15/2020
China Internet in the News (January 15, 2020)
Jin Yoon
01/15/2020