Research

China Tower Q2 20: Mixed, margin weakness offsets revenue improvements
Chris Hoare
08/11/2020
Rakuten Q2 20: Mobile losses surprise to the upside again, Reduce, pt ¥780
Chris Hoare
08/11/2020
NTT Corp – Q1 20: Despite Covid-19 ahead of expectations, guidance in line
Chris Hoare
08/11/2020
China Internet in the News (August 11, 2020)
Jin Yoon
08/11/2020
NBN Co 4Q20: Improving cashflow outlook provides FTTC upgrade flexibility
Ian Martin
08/11/2020
TME: 2Q20 Results – PT to USD18 on Robust Online Music Subscriptions
Jin Yoon
08/11/2020
Client Call: Tencent Callback with Jin Yoon, Aug 12th, 12PM EST
Jin Yoon
08/11/2020
Tencent: DnF Mobile Delayed; Lengthy Reapproval Awaits?
Jin Yoon
08/11/2020
Deutsche Telekom (Buy): Price target upgrade to €23 on improved US visibility
James Ratzer
08/10/2020
Tech Weekly Wrap-up August 7th: Autos troughing, V-shape unlikely. Uber: loaded gun in the recovery. Huawei ceding ground in networking.
Pierre Ferragu
08/10/2020
China Internet Earnings Week Preview
Jin Yoon
08/10/2020
Client Call: TME Callback with Jin Yoon, Aug 11th, 9AM EST (9PM HKT)
Jin Yoon
08/10/2020
China Internet in the News (August 10, 2020)
Jin Yoon
08/10/2020
LatAm cable lagging the US – Global Weekly Review
Soomit Datta
08/09/2020
NSR Policy: The O’Rielly Factor: Where It Matters and Where It Doesn’t. Plus, Answers to Questions on Spectrum, the Big Tech Hearing, Executive Branch Deal-Making, and Court Setting C-Band Date.
Blair Levin
08/09/2020
China Internet in the News (August 8, 2020)
Jin Yoon
08/08/2020
Telekom Indonesia: Weak at Telkomsel driven by Covid-19 or market share?
Chris Hoare
08/08/2020
Brazil: Exclusivity revised/Call with Digital Colony/Cuts to estimates for TIM/Vivo
Soomit Datta
08/08/2020
Post-2Q20 Apple Valuation Update
Pierre Ferragu
08/07/2020
Arista Post-2Q20 Model Update
Pierre Ferragu
08/07/2020
“They Are Printing Money, But They Aren’t Making More Spectrum” – Quick Thoughts from the Dish Call
Jonathan Chaplin
08/07/2020
TMUS Model Update
Jonathan Chaplin
08/07/2020
CBRS Auction Update: Demand Remains Resilient
Philip Burnett
08/07/2020
TMUS 2Q20 Quick Take: We Got Most (But Not All) Of What We Wanted
Jonathan Chaplin
08/07/2020
Key learnings from Japanese mobile Q1s: No. 2. Shareholder remuneration continues to rise
Chris Hoare
08/07/2020
LG Uplus: Q220 results: Strong profitability driving dividend optimism
Alastair Jones
08/07/2020
China Internet in the News (August 07, 2020)
Jin Yoon
08/07/2020
Uber – Loaded gun for the post-Covid recovery
Pierre Ferragu
08/07/2020
KT: Q220 – Disappointing relative to its competitors
Alastair Jones
08/07/2020
DISH 2Q20 Quick Take: Subs & FCF Well Ahead; Little New Detail On Network Plans
Jonathan Chaplin
08/07/2020
Australian and New Zealand telcos: FY20 reporting season … commences 11 August with NBN Co
Ian Martin
08/07/2020
2Q20 Fireside Chat with Vision Fund CFO Navneet Govil (Conf Call Details)
Pierre Ferragu
08/07/2020
C-Band & CBRS: Dish Is In; Implications For Wireless Carriers
Jonathan Chaplin
08/07/2020
China Internet in the News (August 06, 2020)
Jin Yoon
08/06/2020
MTN H120 – Encouraging trends given the circumstances
Alastair Jones
08/06/2020
Hutchison Europe H1 20: It’s more difficult as a challenger now
James Ratzer
08/06/2020
AIS – Q2 20: Weak, as expected
Chris Hoare
08/06/2020
Vodafone-IDEA – Q1 FY21: Very poor
Chris Hoare
08/06/2020
VEON Q220: Weak trends and no dividend – Downgrade to Neutral
Alastair Jones
08/06/2020
Key learnings from Japanese mobile Q1s. 1. Rakuten had very little impact
Chris Hoare
08/06/2020
SKT: Q220- Quick Take: Encouraging commentary on dividends, but lacks action
Alastair Jones
08/06/2020
Tencent: Call of Duty Mobile Approved by China Regulators
Jin Yoon
08/06/2020
Malaysian Telcos: Feedback from company calls; stay cautious
Chris Hoare
08/05/2020
Infineon 3FQ20: calling the bottom; cautious on recovery; strong fundamentals
Pierre Ferragu
08/05/2020
Telstra (Neutral): FY20 result preview … FY21F dividend at 16cps in the balance
Ian Martin
08/05/2020
China Internet in the News (August 05, 2020)
Jin Yoon
08/05/2020
Arista 2Q20: Good quarter despite a difficult environment.
Pierre Ferragu
08/05/2020
HKT: H120: Capex delays to defend dividend
Alastair Jones
08/05/2020
Liberty LA Q2s Quick Take: Tough as expected, Equity issuance part funds Costa Rica and future M&A
Soomit Datta
08/05/2020
Softbank Q1 FY20; Decent, again no sign of Rakuten
Chris Hoare
08/04/2020