Research

China Internet in the News (December 4, 2020)
Jin Yoon
12/04/2020
Orange (Buy) Tax windfall: 2% special dividend and OBEL minority bid
Russell Waller
12/03/2020
China Internet in the News (December 3, 2020)
Jin Yoon
12/03/2020
Japanese Mobile – DOCOMO new 20GB plan: Negative for consumer mobile and RAK
Chris Hoare
12/03/2020
Quick hit: New Open Signal 5G Data – Implications for Carriers
Jonathan Chaplin
12/03/2020
MERCADOLIBRE – CFO CALL MEETING NOTES
Soomit Datta
12/03/2020
European Telco – ERF support taking shape in Spain
Soomit Datta
12/03/2020
Indonesian Mobile – Decelerating but decent trends, stay positive, Q3 20 review
Chris Hoare
12/02/2020
TCOM: 3Q20 Earnings – Waiting on International Recovery; D/G to NEUTRAL
Jin Yoon
12/02/2020
China Internet in the News (December 2, 2020)
Jin Yoon
12/02/2020
The Tech Infrastructure Quarterly Bible 3Q20: What we learnt in the quarter and our updated Thoughts
Pierre Ferragu
12/02/2020
Chinese Telcos: Feedback from Virtual Tour, Margin pressure to persist in 2021/22
Chris Hoare
12/01/2020
Meituan: 3Q20 Earnings – Food Delivery Continues to Shine; Increase Investments in Group Buying
Jin Yoon
12/01/2020
China Internet in the News (December 1, 2020)
Jin Yoon
12/01/2020
Bible 3Q20: Leading Edge Manufacturing & Semicap Equipment – Strong set-up into 2021
Pierre Ferragu
12/01/2020
European Tariff Tracker Nov 2020: Muted impact from Black Friday offers
Team
11/30/2020
German CEO/ CFO field trip review: Market should remain rational
James Ratzer
11/30/2020
European Quarterly Review Q3 20
Team
11/30/2020
Z Holdings (4689 JP) Initiation: Mining the Richest Seams, Buy, pt ¥940
Chris Hoare
11/30/2020
SB KK: Implications of ZHD Initiation on SB KK, Buy, pt ¥1,975
Chris Hoare
11/30/2020
Rakuten: Implications of ZHD Initiation on Rakuten, Reduce, pt ¥780
Chris Hoare
11/30/2020
Meituan: 3Q20 Flash – Results Beat Expectations
Jin Yoon
11/30/2020
China Internet in the News (November 30, 2020)
Jin Yoon
11/30/2020
Tech Weekly Wrap-Up November 27th: ORAN to drive semi demand, PC still supply constrained, IT spending recovering
Pierre Ferragu
11/30/2020
Bible 3Q20: Enterprise IT Spending – Rapid 2021 recovery likely. Cisco well positioned.
Pierre Ferragu
11/30/2020
What We Learned At Our 5G Conference – Global Weekly Review
Jonathan Chaplin
11/30/2020
Singtel Optus Pty Limited: Optus flags concerns about industry ROIC
Ian Martin
11/30/2020
Bible 3Q20: Industrials – Strong momentum into 2021. Infineon remains our top pick
Pierre Ferragu
11/30/2020
China Internet in the News (November 29, 2020)
Jin Yoon
11/29/2020
Axiata – Q3 20: Recovering from a weak Q2
Chris Hoare
11/27/2020
Weekly 27.11.2020
David Lopes
11/27/2020
China Internet in the News (November 27, 2020)
Jin Yoon
11/27/2020
Indian Mobile – Better Q for incumbents, especially for Bharti; Q2FY21 review
Chris Hoare
11/26/2020
China Internet in the News (November 26, 2020)
Jin Yoon
11/26/2020
HKBN – Detailed AFF analysis shows dividend remains enticing
Alastair Jones
11/25/2020
General Motors: Doing the right things… but doesn’t mean it will be successful. Innovator dilemma is what it is.
Pierre Ferragu
11/25/2020
China Internet in the News (November 25, 2020)
Jin Yoon
11/25/2020
Bible 3Q20: Service Provider – 5G momentum continuing; semis best way to play the disruption
Pierre Ferragu
11/25/2020
TELCOS INTO FINTECH – TIM BRASIL MEETING NOTES
Soomit Datta
11/25/2020
Liberty Global (Buy): Feedback from Virgin Media CEO meeting
James Ratzer
11/25/2020
3Q Group 650 call with Chris DePuy (Replay)
Pierre Ferragu
11/25/2020
KPN CMD: Accelerated FTTH roll funded by cost-cutting
Russell Waller
11/24/2020
Bible 3Q20: PCs – Strong Consumer demand more than offsets weakening Enterprise
Pierre Ferragu
11/24/2020
Bible 3Q20: Autos – EVs soaring in the recovery; strong semi outlook for 2021
Pierre Ferragu
11/24/2020
SoftBank Group: Deep dive into the Vision Fund – Turning a corner and accelerating
Pierre Ferragu
11/24/2020
KPN (Buy) CMD: Further thoughts – Value case even clearer
Russell Waller
11/24/2020
Telecom Italia (Buy): Feedback from CEO meeting
James Ratzer
11/24/2020
China Internet in the News (November 24, 2020)
Jin Yoon
11/24/2020
Japanese Telcos – Good trends, still no visible Rakuten impact – Q2FY20 review
Chris Hoare
11/23/2020
5G and Open-RAN: Disruption ahead… … more than what most think?
Pierre Ferragu
11/23/2020