| Global Weekly Review 17.08.18 | Team | 17 Aug 18 |
| Data Center Initiation Conference Call Slides | Spencer Kurn | 17 Aug 18 |
| China Internet Daily (17 August 2018) | Jin Yoon | 17 Aug 18 |
| Global Interactive Multiples and SOP Model | Team | 17 Aug 18 |
| Global TMT: EQIX, DLR, AMAT, NVDA, TCENT, JD, CSCO | Team | 17 Aug 18 |
| AMAT 3FQ18 Wrap up: dissapointing guide but thesis in tact | Pierre Ferragu | 17 Aug 18 |
| Nvidia 2FQ18 Wrap up: adjusted for crypto and Turing timing, print & guide transpire unabated momentum | Pierre Ferragu | 17 Aug 18 |
| JD 2Q18 earnings | Jin Yoon | 17 Aug 18 |
| Data Center Initiation: Compounding Data Growth Drives High Returns: EQIX Is Our Top Pick | Spencer Kurn | 16 Aug 18 |
| Swisscom – Q2 18: Decent quarter, no impact from Salt yet | James Ratzer | 16 Aug 18 |
| China Internet Daily (16 August 2018) | Jin Yoon | 16 Aug 18 |
| JD.com 2Q18 Results Flash | Jin Yoon | 16 Aug 18 |
| Tencent 2Q18 earnings: Regulatory concerns impact revenues | Jin Yoon | 16 Aug 18 |
| Cisco 4FQ18 Wrap-up: firing on all cylinders | Pierre Ferragu | 16 Aug 18 |
| China Internet Daily (15 August 2018) | Jin Yoon | 15 Aug 18 |
| China Unicom (Buy) Q218: Solid set of numbers | Alastair Jones | 15 Aug 18 |
| VIPS 2Q18 earnings: 3Q guide weak; waiting on Tencent/JD | Jin Yoon | 15 Aug 18 |
| Tencent 2Q18 Results Flash: Below expectations | Jin Yoon | 15 Aug 18 |
| Global TMT: DT, EU Fixed, TCENT, NVDA | Team | 15 Aug 18 |
| DT and UTDI Potentially a third FTTH Club for DT | Russell Waller | 15 Aug 18 |
