Research

China Internet in the News (July 18, 2019)
Jin Yoon
07/18/2019
ASML 2Q19 earnings: DRAM thesis playing out; tactical downgrade to Neutral
Pierre Ferragu
07/18/2019
Ericsson 2Q19 Wrap-up: 4G capacity additions driving revenue growth. 2020 air-pocket looming
Pierre Ferragu
07/18/2019
SA telcos: Telkom/Cell-C merger synergies enough to justify a tie-up
Alastair Jones
07/18/2019
China Internet in the News (July 17, 2019)
Jin Yoon
07/17/2019
Tele2 Q2 19: Synergies Offset Legacy Weakness
Russell Waller
07/17/2019
CCI 2Q19 Quick Take: The Discount Isn’t Wide Enough
Spencer Kurn
07/17/2019
China Internet in the News (July 16, 2019)
Jin Yoon
07/16/2019
Is A T-Mobile / Sprint Deal Good For Anyone!? – Conference Call Slides
James Ratzer
07/16/2019
Oi – Strategic Review presentation
Soomit Datta
07/16/2019
TNOR Q2 19: Near term issues overshadow medium-term deal upside
Russell Waller
07/16/2019
CLIENT CALL: TMUS/SPRINT/DISH MERGER UPDATE- LESSONS FROM EUROPE ON 4 PLAYER MARKET REMEDY TUESDAY, JULY 16TH, 10AM ET
James Ratzer
07/16/2019
Semicap equipment: recovery in 2020 or not. Likely getting worse before it gets much better
Pierre Ferragu
07/16/2019
Japanese Mobile: Upgrade forecasts and price targets for MNOs; Q1 preview
Chris Hoare
07/16/2019
Tencent: Financial Impact to 70/30 App Store Rev Split
Jin Yoon
07/16/2019
China Internet in the News (July 15, 2019)
Jin Yoon
07/15/2019
DTAC (Reduce) – Q2 19: Mixed, further improvements required
Chris Hoare
07/15/2019
NSR Policy: C-Band Process Gears Up With Alternatives and Risks Still Manifold; Plus Quick Updates on Internal Administration Battles on Spectrum and Upcoming Congressional Hearing
Blair Levin
07/15/2019
NSR Policy: Deep Dive into Companies’ Answers to States’ Complaint. But First, Court and FCC Deadlines Passed, Deal Deadline to be Missed and DISH Dealing Continues
Blair Levin
07/14/2019
Digi (Neutral) – Q2 19: Weak quarter, guidance cut
Chris Hoare
07/12/2019
Global Weekly Review 12.07.19
Team
07/12/2019
Elisa Q2 19: Neutral for a Reason
Russell Waller
07/12/2019
Spanish telcos survey
Soomit Datta
07/12/2019
Korean telecoms: Don’t be tempted by the move to 5G
Alastair Jones
07/12/2019
Global Interactive Multiples and SOP Model
Team
07/12/2019
China Internet in the News (July 12, 2019)
Jin Yoon
07/12/2019
BABA: FY1Q20 Earnings Preview – Strength in Core Commerce Despite Macro Concerns
Jin Yoon
07/12/2019
CLIENT CALL: BABA F1Q20 EARNINGS PREVIEW CALL W/ JIN YOON JULY 12TH, 10AM ET
Jin Yoon
07/12/2019
China Internet in the News (July 11, 2019)
Jin Yoon
07/11/2019
PDD: 2Q19 Earnings Preview – Rational Competition Over 618
Jin Yoon
07/11/2019
China Internet in the News (July 10, 2019)
Jin Yoon
07/10/2019
Taiwan telcos: June results; Competitive pricing pressures remain
Alastair Jones
07/10/2019
WB: 2Q19 Earnings Preview – Macro Continues to be an Overhang; Estimates Unchanged
Jin Yoon
07/09/2019
CLIENT CALL: CHINESE INTERNET 2Q19 EARNINGS PREVIEW CALL W/ JIN YOON TUESDAY, JULY 9TH, 10AM ET
Jin Yoon
07/09/2019
Japanese Telcos: Mobile survey vol. 5: Overall risk lower, DCM most exposed, Softbank least
Chris Hoare
07/09/2019
Televisa Q2 19 – Quick Take: Signs of EBITDA stability
Soomit Datta
07/09/2019
JD: 2Q19 Earnings Preview – Estimates Largely Inline
Jin Yoon
07/09/2019
China Internet in the News (July 9, 2019)
Jin Yoon
07/09/2019
Tencent: 2Q19 Preview – Ticked Up Mobile Gaming Revs and Lowered Advertising Revs
Jin Yoon
07/09/2019
China Internet in the News (July 8, 2019)
Jin Yoon
07/08/2019
IQ: 2Q19 Preview – Lowered Revenue Estimates to Reflect Sluggish Ad Market
Jin Yoon
07/08/2019
EDU: 4QFY19 Preview – Revs In-Line; Stable Enrollment Compensated by Higher ASP
Jin Yoon
07/08/2019
NSR Policy: US Women’s Team Wins While We All Wait on DOJ, TMUS/S and DISH (and Google?) Announcement Plus Quick Updates on C-Band and Sinclair
Blair Levin
07/08/2019
Oi pre-Q2s – Strategy review/disposals can’t come soon enough
Soomit Datta
07/08/2019
South Africa telcos: Structural pressures remain for Vodacom
Alastair Jones
07/05/2019
Global Interactive Multiples and SOP Model
Team
07/05/2019
China Internet in the News (July 5, 2019)
Jin Yoon
07/05/2019
Global Weekly Review 05.07.19
Team
07/05/2019
Indian Mobile; Q1 20 preview; Earnings momentum finally positive
Chris Hoare
07/04/2019
Thai Mobile – Slight improvement; Q1 review
Chris Hoare
07/04/2019