Research

CLIENT CALL SLIDES: GOOGL/AMZN/META - How much $ can they save from AI coding assistants?

DOJ on spectrum and fourth carrier

DOJ Approves TMUS But with a Big But (That Affects SATS)

Not Overextended: Taiwan June Sales +23%; AI +38%, Ex AI +4%

Tencent: Outlook Remains Intact

JD: 2Q25 Preview - Revs Outlook Intact; Margins Could Meaningfully Drag by Food Delivery

GOOGL: AI Mode rollout accelerating. What will be the next test countries?

Global EM Towers - A Consistent Approach to EFCF and Shareholder Remuneration

Mexican Broadband Update; Upgrade MEGA to Buy, pt MXN75

JD Launch of Double Hundred Plan: Our Take

Sky launches services on CityFibre network – our take

CHTR Quick Hit: 2Q25 Buybacks Hit $1.7BN

How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in Norway

Updating Price Targets for One Big Beautiful Bill Act

Updating Coverage numbers for FX

GOOGL/AMZN/META: How much $ can they save from AI coding assistants?

Advanced Echem Materials (4779 TT) Conference Call Notes

Advanced Echem Materials (4749 TT) Semi Materials Leveraged to TSMC Advanced Nodes

Framing the ROI question right: It is all about sustaining multi-year growth

SK Telecom – Overall impact of data breach (much) bigger than originally indicated