Research


Inwit Q4 18 – Decent financials; Operational results on Thursday
02/19/2019
NSR Policy: T-Mobile Floats New C-Band Reverse Auction Plan for Earth Stations to Compete with Satellites to Clear Spectrum
Blair Levin
02/19/2019
What’s new: Japanese telcos; Q3 18; Positive trends
Chris Hoare
02/19/2019
SBAC: Strong Setup For 2019
Spencer Kurn
02/19/2019
Recession Special #3: What Would A Recession Mean For Wireless Substitution?
Jonathan Chaplin
02/17/2019
Telstra (ASX: TLS, TP A$3.30, +4%,), 1H19 result: Going mobile, at high speed
Ian Martin
02/15/2019
Making it Big in China – Global Weekly Review
Team
02/15/2019
Fastweb 3.5GHz rollout; O2D UPGRADE to NEUTRAL
James Ratzer
02/15/2019
Tele2 (Buy): Management de-brief: More synergies, more potential cash return
Russell Waller
02/15/2019
XL Axiata: Q4 18, Growth is back, Buy, TP IDR 5,200, +116%
Chris Hoare
02/15/2019
Nvidia 4FQ19 Wrap-up: Full year guide supports our strong recovery thesis
Pierre Ferragu
02/15/2019
AMAT 1FQ19 wrap-up: Quarter in line with expectations. 2020 recovery likely – time to buy
Pierre Ferragu
02/15/2019
Maxis: Q4 18, Revenue stabilising, Neutral, pt MYR 4.8, -14%
Chris Hoare
02/15/2019
Global Interactive Multiples and SOP Model
Team
02/15/2019
NSR Policy: Quick Reactions To Congressional Hearing
Blair Levin
02/14/2019
Europe Q4 results season: Q4 rally reversal or something more fundamental?
Russell Waller
02/14/2019
LG Uplus (Neutral, from Reduce): Key risks now priced in
Alastair Jones
02/14/2019
Telenet Q4 18 – SFR migrations still the drag to estimates
James Ratzer
02/14/2019
Singtel (Buy): Q319 – OK results with continued dividend support
Alastair Jones
02/14/2019
Cisco 2FQ19 Wrap-up: Keeps delivering despite challenging macro
Pierre Ferragu
02/14/2019
NSR Policy: Scrambling the Broadcast Video Egg: Locast and Implications for Different Sectors
Blair Levin
02/14/2019
TKA Q4 18 (Neutral) – Underlying trends improve, but rising capex a concern
James Ratzer
02/13/2019
AMX: Q4s: Slowing growth, small EBITDA miss; cash returns needed
Soomit Datta
02/13/2019
DISH 4Q18 Quick Take: Pay-TV Subs Miss; Financials In-Line; Nothing New On Spectrum
Jonathan Chaplin
02/13/2019
Tele2 (Buy) Q4: Ahead on the three key areas of focus, target up to SEK138
Russell Waller
02/13/2019
OBEL Q4: Solid numbers, good guidance
Russell Waller
02/13/2019
EQIX 4Q18 Quick Take: Solid Results; Estimates Heading Higher
Spencer Kurn
02/13/2019
Invite – Meeting the Challenge of Building a Real-World 5G Network
Pierre Ferragu
02/12/2019
KT – Q418 results: Improvement on Q318 with good dividend support
Alastair Jones
02/12/2019
Client Call Slides: Value in network infrastructure spin-offs? What can we learn from Australia and New Zealand’s experiences?
James Ratzer
02/12/2019
CONFERENCE CALL: Value in Network Infra Spin-offs? What Can We Learn from Australia and New Zealand? February 12th, 10am GMT
James Ratzer
02/12/2019
Chinese Telcos: Modelling an “extreme” 5G roll
Chris Hoare
02/11/2019
AMAT 1FQ19 Preview: no growth next quarter. Low visibility on 2H recovery
Pierre Ferragu
02/11/2019
NSR Policy: TMUS/S Deal, C-Band Update, Huawei Dangers, Budget Debacle and More
Blair Levin
02/10/2019
Global TMT: TMUS, ERICA/NOKIA, MIC, Naspers, ATC, SCMN
Team
02/08/2019
NSR Policy: T-Mobile/Sprint Update – Legere Has His Job; We Have Ours
Blair Levin
02/08/2019
Global Interactive Multiples and SOP Model
Team
02/08/2019
Continuing (Incomplete) Thoughts On The Wireless Threat To Cable – Global Weekly Review
Team
02/08/2019
How the prohibition of Huawei as a supplier might impact European operators
Andrew Entwistle
02/08/2019
TIGO_Q418_QuickTake
Soomit Datta
02/08/2019
Liberty Global (Buy): Proprietary UK survey suggests value still there to be unlocked
James Ratzer
02/07/2019
Ericsson and Nokia: Is Huawei kicked out from the West a bull case?
Pierre Ferragu
02/07/2019
NTT Corp.Q3 18: Dividend acceleration, Buy, pt ¥7,150, +54%
Chris Hoare
02/07/2019
Softbank Group, (Buy): Discount likely to narrow further
Chris Hoare
02/07/2019
Global TMT: CHTR, LBTY, Softbank, NTT, SCMN, Belgium, DNA
Team
02/07/2019
TMUS 4Q18 Quick Take: EBITDA Beats; Net Add Guidance In Line; FCF Guidance Unchanged
Jonathan Chaplin
02/07/2019
AIS: Q4 18: Slowing growth; Neutral, pt THB 187, +2%
Chris Hoare
02/07/2019
Telstra 1H19 preview note
Ian Martin
02/07/2019
Naspers (Buy) – Management take note: Softbank holdco discount down 10% today
Alastair Jones
02/07/2019
Vodafone IDEA Q3 19: Another weak quarter, Reduce, pt INR 30 (+0.0%)
Chris Hoare
02/06/2019