Research


Huawei: Going to war?
Pierre Ferragu
05/24/2019
Global Weekly Review 24.05.19
Team
05/24/2019
Malaysian telcos: Further thoughts on the Telenor/Axiata merger, upgrade Axiata pt to MYR 5.8
Chris Hoare
05/24/2019
WB: 1Q19 Earnings Results – Ad Pricing Pressures Remain an Overhang; Expect Gaming Ad Revenues Recovery in 2H19
Jin Yoon
05/24/2019
SINA: 1Q19 Results – Margins for Portal and WB Remain Under Pressure
Jin Yoon
05/24/2019
Global Interactive Multiples and SOP Model
Team
05/24/2019
VIPS: 1Q19 Results – Margins Stabilizing and Focus Remains on Profitability
Jin Yoon
05/24/2019
Meituan Dianping: 1Q19 Earnings – Better Outlook on Food Delivery Business
Jin Yoon
05/24/2019
China Internet in the News (May 24, 2019)
Jin Yoon
05/24/2019
Tencent: Key Takeaways from Tencent Global Digital Ecosystem Summit – Day 2
Jin Yoon
05/23/2019
ACCC NBN Wholesale Market Report, March quarter 2019: Optus gains NBN share in 3Q19
Ian Martin
05/23/2019
Telecom Italia: CEO meeting – Broadband net adds in focus
James Ratzer
05/23/2019
MTS Q119 results: Guidance raised
Alastair Jones
05/23/2019
CLIENT CALL: MEITUAN, VIPS, WEIBO CALLBACK- POST PRINT TAKEAWAYS THURSDAY, MAY 23RD, 11:30AM EST
Jin Yoon
05/23/2019
TALK Q4 19: Encouraging signs for UK pricing
James Ratzer
05/23/2019
Korean 5G capex ramp with returns already under pressure
Alastair Jones
05/23/2019
Uber initiation – Rocky ride ahead. Buy, TP $50
Pierre Ferragu
05/23/2019
Uber initiation – Rocky ride ahead. Buy, TP $50 (Conference Call Details)
Pierre Ferragu
05/23/2019
Meituan: 1Q19 Earnings Flash – Margins Expanding
Jin Yoon
05/23/2019
China Internet in the News (May 23, 2019)
Jin Yoon
05/23/2019
WB: 1Q19 Results Flash – Light on Guidance
Jin Yoon
05/23/2019
CTRP: 1Q19 Results Tops Estimates – Strong Margin Guidance
Jin Yoon
05/23/2019
TMUS/SPRINT DEAL REGULATORY UPDATE WEDNESDAY, MAY 22ND, 2:15PM ET
05/22/2019
US Towers: ConnectX 2019 Takeaways
Spencer Kurn
05/22/2019
Tencent: Key Takeaways from Tencent Global Digital Ecosystem Summit – Day 1
Jin Yoon
05/22/2019
France: Greenshoots for some. Altice and Iliad Buys
Russell Waller
05/22/2019
China Internet in the News (May 22, 2019)
Jin Yoon
05/22/2019
NSR Policy: TMUS/S – Now WTF Are We?
Blair Levin
05/22/2019
T-Mobile / Sprint: Not So Fast?
Jonathan Chaplin
05/22/2019
Japanese Telcos: Q4 FY 18 Review: Growth surprises to the upside; lift KDDI pt to ¥3,800.
Chris Hoare
05/21/2019
MASMOVIL; London roadshow highlights
Soomit Datta
05/21/2019
Chorus Limited (NZX: CNU, Buy, 12m TP NZ$6.80, +16%): NZCC initial thoughts on UFB RAB
Ian Martin
05/21/2019
China Internet in the News (May 21, 2019)
Jin Yoon
05/21/2019
Oi_Q1update; looking ahead to June strategy review
Soomit Datta
05/21/2019
NTES: Key Takeaways from NetEase Games Annual Product Launch
Jin Yoon
05/21/2019
Chinese telcos: Cut targets on Huawei ban/tariff impact
Chris Hoare
05/20/2019
NSR Policy: TMUS/S Deal – Back to Where We Started But with Up Arrow, and with Potential to Open Doors to Other BFDs
Blair Levin
05/20/2019
China Internet in the News (May 20, 2019)
Jin Yoon
05/20/2019
DISH / SATS Deal Bolsters Liquidity; Positive For DISH Shareholders
Jonathan Chaplin
05/20/2019
NSR Policy: TMUS/S Gets FCC Chairman’s Approval: What’s Next?
Blair Levin
05/20/2019
T-Mobile / Sprint: Approval with Concessions
Jonathan Chaplin
05/20/2019
CLIENT CALL: TMUS/S DEAL REGULATORY UPDATE MONDAY, MAY 20TH, 2:00PM EST
Jonathan Chaplin
05/20/2019
US Towers: T-Mobile / Sprint Deal Heading For Approval; Who Is Most Exposed & What Could Change
Spencer Kurn
05/20/2019
Telecom Italia Q1 19: Price push not feeding into revenue growth
James Ratzer
05/20/2019
Charter At $500: Confidence Grows As Path Becomes Clearer
Jonathan Chaplin
05/18/2019
Global Interactive Multiples and SOP Model
Team
05/17/2019
IQ: 1Q19 Results – Weaker Guidance Due to Macro and Content Delays
Jin Yoon
05/17/2019
BIDU: 1Q19 Results – Revenue Uncertainty to Remain
Jin Yoon
05/17/2019
China Internet in the News (May 17, 2019)
Jin Yoon
05/17/2019
Global Weekly Review 17.05.19
Team
05/17/2019