Research

Asia Internet in the News (December 3, 2021)
Jin Yoon
12/03/2021
Bible 3Q21: Enterprise IT – Growth slowing, but demand exceeds supply and sets a positive outlook
Pierre Ferragu
12/03/2021
Assessing The Key Telecom Controversies (Call Slides)
Jonathan Chaplin
12/03/2021
Nubank Pre-IPO Client Call (Replay)
Soomit Datta
12/03/2021
UNPACKING THE CONTROVERSIES IN TELECOM & CABLE REPLAY
Jonathan Chaplin
12/03/2021
NSR Policy: Gleanings from the Confirmation Process
Blair Levin
12/03/2021
NSR Policy Quick Take: SpaceX Engine Problems – Ramifications for Broadband Policy
Blair Levin
12/03/2021
European Quarterly Review Q3 21
Russell Waller
12/02/2021
Asia Internet in the News (December 2, 2021)
Jin Yoon
12/02/2021
Apple: first indications of iPhone demand slowing? Is our thesis playing out and should we brace for more?
Pierre Ferragu
12/02/2021
Grab: our investment thesis in 5 convictions
Pierre Ferragu
12/02/2021
Renewable energy inflection is happening right now
Pierre Ferragu
12/02/2021
Nubank – Update I: Valuation, Economic exposure; Call invite
Soomit Datta
12/02/2021
NOS/Altice/Vodafone: Portugal new entrant strategy becoming clearer
Russell Waller
12/01/2021
TMUS Quick Hit: Debt Raise Underway, Likely for 3.45GHz
Jonathan Chaplin
12/01/2021
SOFTBANK GROUP CFO, YOSHIMITSU GOTO-SAN, SMALL GROUP VIRTUAL MEETING
Pierre Ferragu
12/01/2021
Bible 3Q21: PCs – Commercial strong, low-end normalizes; Optimism about 2022 remains.
Pierre Ferragu
12/01/2021
Asia Internet in the News (December 1, 2021)
Jin Yoon
12/01/2021
Bible 3Q21: Service Providers – 5G momentum set to continue in 2022, but the peak looms.
Pierre Ferragu
12/01/2021
Update on WeChat External Link Content Management Standards: What We Noticed
Jin Yoon
11/30/2021
Bible 3Q21: Industrials – strong momentum despite shortages and strong 2022 outlook
Pierre Ferragu
11/30/2021
Asia Internet in the News (November 30, 2021)
Jin Yoon
11/30/2021
Bible 3Q21: Leading Edge Semis & Semicap Equipment – Spending peak approaching, although not in 2021!
Pierre Ferragu
11/30/2021
PDD: 3Q21 Results – Significant Miss in OMS; Lower PT to $100
Jin Yoon
11/29/2021
Meituan: 3Q21 Earnings – Regulations and Macro Impact Near-term Outlook
Jin Yoon
11/29/2021
Asia Internet in the News (November 29, 2021)
Jin Yoon
11/29/2021
Nubank pre-IPO: Model, Outlook and 12 Key Questions for Management
Soomit Datta
11/29/2021
Bible 3Q21: Cloud infrastructure – Monster year ahead; Intel recovering only slowly
Pierre Ferragu
11/29/2021
Tech Weekly Wrap-Up November 26th: PCs: Commercial strong, low-end normalizes, optimism on 2022. IT spending recovery continues.
Pierre Ferragu
11/29/2021
Invite: Infineon CEO Unplugged Conference Call
Pierre Ferragu
11/29/2021
Asia Internet in the News (November 28, 2021)
Jin Yoon
11/28/2021
Telecom Italia (Back to Neutral): CEO resigns. What next?
James Ratzer
11/28/2021
European Telecoms and ESG: Well-placed today, could be even better tomorrow
Russell Waller
11/28/2021
Japanese e-Commerce – Slightly slower Q, stay bullish on the space and cautious on Rakuten – Q3CY21 review
Chris Hoare
11/27/2021
Meituan: 3Q21 Flash – Largely In Line with Consensus
Jin Yoon
11/26/2021
New Ad Management Measures May Not Be So New: Incremental Impact May Be Small
Jin Yoon
11/26/2021
Asia Internet in the News (November 26, 2021)
Jin Yoon
11/26/2021
Axiata (Buy) – Q3 21: Slower quarter but upgraded guidance
Chris Hoare
11/26/2021
PDD: 3Q21 Flash – Top Line Below Expectations
Jin Yoon
11/26/2021
Asia Internet in the News (November 25, 2021)
Jin Yoon
11/25/2021
Kuaishou: 3Q21 Results – Ad Demand Could be Challenged Heading into FY22
Jin Yoon
11/24/2021
PT Telkom (Buy) – Q3 21: Strong, Enterprise revenues accelerating again
Chris Hoare
11/24/2021
Mercadolibre: Client call, Fintech Focus
Soomit Datta
11/24/2021
DADA: 3Q21 Results – Inline Guidance With Continued Uptick in Take Rates
Jin Yoon
11/24/2021
Asia Internet in the News (November 24, 2021)
Jin Yoon
11/24/2021
Protelindo – Q3 21 Quick Take: ARP/Tenant improves again
Chris Hoare
11/24/2021
To Resolve FAA/FCC Standoff, VZ and AT&T File Letter Describing Mitigation Efforts; Look to Begin C-Band Operations on January 5
Blair Levin
11/24/2021
Orange (Buy) – Could benefit by 24% from M&A in Spain, France and the Towers space
Russell Waller
11/24/2021
Chinese telecoms – Good quarter, fundamentals are strong, stay Buyers; Q3 21 review
Chris Hoare
11/24/2021
Ericsson acquiring Vonage – Our take
Pierre Ferragu
11/23/2021