Research

Invite: Fireside chat with Airspan CEO
Pierre Ferragu
09/22/2021
Note 1 (please do not delete)
Chris Hoare
09/17/2021
Note 2 I (please do not delete)
Chris Hoare
09/17/2021
Note 3 C (please do not delete)
Chris Hoare
09/17/2021
Note 4 M (please do not delete)
Chris Hoare
09/17/2021
European Towers Review: Still excessive optimism baked into Cellnex valuation
James Ratzer
09/17/2021
Apple: Can carrier subsidies save the iPhone 13 cycle?
Pierre Ferragu
09/16/2021
TMUS Model Update: Net Adds Impacted by Hack
Jonathan Chaplin
09/16/2021
China Unicom Call Replay (China Virtual Telco Tour)
Chris Hoare
09/16/2021
China Unicom – IR Small Group Call – 16th September 2021
Chris Hoare
09/16/2021
iPhone Quick Hit: The Impact of iPhone 13 Subsidies on Margins
Jonathan Chaplin
09/16/2021
PagSeguro – CEO Investor Call Feedback
Soomit Datta
09/16/2021
Telstra Hold: T25 Strategy
Ian Martin
09/16/2021
Asia Internet in the News (September 16, 2021)
Jin Yoon
09/16/2021
NBS: Continued Softness in Aug Data; Could 2H Estimates Be at Risk?
Jin Yoon
09/15/2021
Asia Internet in the News (September 15, 2021)
Jin Yoon
09/15/2021
ATHM: Key Takeaways from Autohome Investor Day
Jin Yoon
09/15/2021
Palo Alto CMD: hybrid workforce & cloud acceleration fuels an excellent outlook. Increasing TP to $740.
Pierre Ferragu
09/15/2021
Indian Mobile: Relief package announced, probably not enough to save VIL
Chris Hoare
09/15/2021
Liberty LA: In-market consolidation, track record builds
Soomit Datta
09/15/2021
T-Mobile & 3.45GHz – The Impact of the Spectrum Screen
Jonathan Chaplin
09/15/2021
China Mobile Replay with Head of IR Grace Wong (China Telco Virtual Tour)
Chris Hoare
09/14/2021
China Telecom Replay with Head of IR Nick Fung (China Telco Virtual Tour)
Chris Hoare
09/14/2021
PagSeguro Call Replay with CEO Ricardo Dutra
Soomit Datta
09/14/2021
China Mobile (Buy) – Feedback from small group call with IR
Chris Hoare
09/14/2021
China Telecom (Buy) – Feedback from small group call with IR
Chris Hoare
09/14/2021
Comcast Quick Hit: 3Q21 net adds lower than expected; implications for the group
Jonathan Chaplin
09/14/2021
Apple just launched iPhone 13 – We reiterate our tactical short call for FY2022
Pierre Ferragu
09/14/2021
Asia Internet in the News (September 14, 2021)
Jin Yoon
09/14/2021
AMX (Neutral from Buy): Tower spin details – Supportive but not Incremental
Soomit Datta
09/14/2021
The Tech Infrastructure Quarterly Bible 2Q21
Pierre Ferragu
09/14/2021
Regulators Proposed Measures to Stop Blocking Platform Links: Our Take
Jin Yoon
09/13/2021
Asia Internet in the News (September 13, 2021)
Jin Yoon
09/13/2021
Bible 2Q21: Leading Edge Semis & Semicap Equipment – Upward revisions again… getting us closer to the peak
Pierre Ferragu
09/13/2021
Giant AI, giant chips, giant computers, quantum and more. Wrapping up our first Semiconductor Big Ideas Conference.
Pierre Ferragu
09/13/2021
NSR Policy: Back to School 2021 (with Masks On, Alas) Issue
Blair Levin
09/13/2021
20/20 vision: Why we continue to like the European telecoms sector
James Ratzer
Russell Waller
09/13/2021
Spark NZ (Neutral): Funding the NZ Digital Economy
Ian Martin
09/13/2021
Asia Internet in the News (September 12, 2021)
Jin Yoon
09/12/2021
SoftBank Corp, Feedback from small group call with IR
Chris Hoare
09/10/2021
Z Holdings Investor Call
Chris Hoare
09/10/2021
Asia Internet in the News (September 10, 2021)
Jin Yoon
09/10/2021
Z Holdings (Replay)
Chris Hoare
09/10/2021
ZHD – Feedback from small group call with IR
Chris Hoare
09/10/2021
CHTR Quick Hit: Charter Share Repurchases In August In-Line
Jonathan Chaplin
09/10/2021
Apple / Epic ruling – our take.
Pierre Ferragu
09/10/2021
Asian Internet Industry Speaker Series: Travel Industry in China
Jin Yoon
09/09/2021
Semiconductor Big Ideas Conference: Session 3 – IonQ – The Roadmap towards Quantum Computing at Scale
Pierre Ferragu
09/09/2021
Asia Internet in the News (September 9, 2021)
Jin Yoon
09/09/2021
Semiconductor Big Ideas Conference: Session 4 – Google – Co-design from semiconductors to A.I.
Pierre Ferragu
09/09/2021