Research

Industry Call: Jin Yoon to host China Head of Sales for a leading global hotel chain, July 9th, 10AM EST (10PM HKT)
Jin Yoon
07/09/2020
EDU: Adjusting Near-Term Estimates as Recovery Ramps
Jin Yoon
07/07/2020
China Internet in the News (July 7, 2020)
Jin Yoon
07/07/2020
Intel: Company Model Update
Pierre Ferragu
07/07/2020
CCI: Should CCI Exit The Small Cells Business?
Spencer Kurn
07/06/2020
China Tower: On the turn? Stay optimistic despite pressure
Chris Hoare
07/06/2020
Indian mobile – Price rise helping, US tech interest, Bharti remains top pick; Q4 FY20 review
Chris Hoare
07/06/2020
Vodacom CEO feedback
Alastair Jones
07/06/2020
China Internet in the News (July 6, 2020)
Jin Yoon
07/06/2020
Do telecoms companies actually meet synergy targets? Implications for Liberty Global and Vodafone
James Ratzer
07/06/2020
Uber to acquire Postmates: Triopoly emerging
Pierre Ferragu
07/06/2020
Quick Hit: What’s driving the Chinese Telcos?
Chris Hoare
07/06/2020
TRUE – June 2020
Chris Hoare
07/03/2020
China Tower – June 2020
Chris Hoare
07/03/2020
Global valuation and multiples (Interactive model)
David Lopes
07/03/2020
Bharti – June 2020
Chris Hoare
07/03/2020
Global Weekly Review 03.07.20
Team
07/03/2020
Maxis – June 2020
Chris Hoare
07/03/2020
Virtualisation is no secret sauce in Japan, but customer data is – Global Weekly Review
Chris Hoare
07/03/2020
Axiata – June 2020
Chris Hoare
07/03/2020
DIGI.com – June 2020
Chris Hoare
07/03/2020
Japanese Mobile: Rakuten’s vRAN network quality analysed
Chris Hoare
07/03/2020
Quick Hit on Vodafone/ DT: Reaction to potential changes in German cable regulation
James Ratzer
07/03/2020
China Internet in the News (July 3, 2020)
Jin Yoon
07/03/2020
China Mobile – June 2020
Chris Hoare
07/03/2020
AIS – June 2020
Chris Hoare
07/03/2020
China Telecom – June 2020
Chris Hoare
07/03/2020
DTAC – June 2020
Chris Hoare
07/03/2020
China Unicom – June 2020
Chris Hoare
07/03/2020
China Internet in the News (July 2, 2020)
Jin Yoon
07/02/2020
DCM – Q4 19
Chris Hoare
07/02/2020
Tesla: 35% beat vs. consensus, production back to pre-Covid levels
Pierre Ferragu
07/02/2020
NTT – Q4 19
Chris Hoare
07/02/2020
KDDI – Q4 19
Chris Hoare
07/02/2020
RAKUTEN – Q1 20
Chris Hoare
07/02/2020
Charter (CHTR) Model 2020-07-02
Jonathan Chaplin
07/02/2020
CHTR Quick Hit: Adjusting Estimates
Jonathan Chaplin
07/02/2020
Japanese Mobile: Rakuten post launch analysis – Despite vRAN, costs are too high. Cut to Reduce
Chris Hoare
07/02/2020
Brazil Telcos C-Suite Tour
Soomit Datta
07/02/2020
Korea May 5G demand
Alastair Jones
07/02/2020
EDU: Key Takeaways from Management Call
Jin Yoon
07/01/2020
TCOM: Key Takeaways from Management Call
Jin Yoon
07/01/2020
China Internet in the News (July 1, 2020)
Jin Yoon
07/01/2020
Vodafone IDEA Q4 FY20 – Improving operationally but flagged going concern issues
Chris Hoare
07/01/2020
Tesla: Company Model Update
Pierre Ferragu
07/01/2020
Telekom Indonesia – Q1 20: Still mixed
Chris Hoare
07/01/2020
Conf Call Replay: THE IMPACT OF A DEMOCRATIC SWEEP ON TMT POLICY
Blair Levin
07/01/2020
Management Call: Jin Yoon to host Head of Investor Relations at PDD, July 9, 9AM HKT (July 8, 9PM EST)
Jin Yoon
07/01/2020
Management Call: Jin Yoon to host Head of Investor Relations at EDU and TCOM, July 1, 9AM HKT (June 30, 9PM EST)
Jin Yoon
07/01/2020
China Mobile and CBN have an easy path to 5G coverage with 700MHz
Andrew Entwistle
07/01/2020