Title Analyst
Bharti Airtel (Alpha Buy): Q4 FY18 – Resilient in a tough quarter; record net adds Chris Hoare
Bharti Airtel (Buy, INR600, +48%): Q4 FY18: Resilient in a tough quarter; record net adds Chris Hoare
Telenor Q1 18: Beat and raise Max Hallam
Global Telcos: US wireless, CHTR, CMCSA, TNOR, CityFibre, Telia, Bharti Inf, Tele2, DTAC
VZ 1Q18 Quick Take: Solid Wireless Results Jonathan Chaplin
4Q17 US Wireless Trends Review: Something Doesn’t Smell Right Jonathan Chaplin
Tele2 (Buy) Q1 18: Good results, higher returns Russell Waller
Bharti Infratel Q4 18: Rental revenue growth disappears Chris Hoare
Bharti Infratel Q4 18: Excel Chris Hoare
DTAC (Reduce, THB33, -33%): Q1 18: Mixed results; underlying pressure remains Chris Hoare
DTAC (Reduce, THB33, -33%): Q1 18: Mixed results; underlying pressure remains Chris Hoare
NSR Policy: Last Week Featured High Drama And Little Information But If We Are Wrong About The Outcome, Be Afraid, Be Very Afraid Blair Levin
NSR Policy: Court Argument Suggests Tougher Choices For Pai And Heightened Risks For Sinclair’s Deal Blair Levin
Liberty Global/ Vodafone M&A likelihood supports Liberty Global James Ratzer
Global Weekly Review 20.04.18 Team
Telia (Neutral, TP: €42, +1%); Q1 18: Buyback dominates Max Hallam
Global Interactive Multiples and SOP Model David Lopes
China Mobile (Buy, TP: HKD 109, +49%) – Decent, but not inspiring quarter Chris Hoare
China Mobile (Buy, TP: HKD 109, +49%) – Decent, but not inspiring quarter Chris Hoare
China Unicom (Buy, TP: HKD 14.7, +41%): Continued acceleration in mobile and some recovery in fixed Alastair Jones