Title Analyst
Global TMT: C-Band, TEF, TPG-VHA, Thai 700Mhz, VEON, Tef Brasil US/China Trade Impact Team
US C-Band Update: Reply Comments Filed; Gaps Still Remain; AT&T Makes A New Proposal Jonathan Chaplin
INVITE: US/CHINA TRADE OVERVIEW: RAMIFICATIONS FOR TECH, ASIA INTERNET, & CHINESE TELCOS W/ WILEY REIN (CONFERENCE CALL) Pierre Ferragu
Charter
INVITE: NEW STREET RESEARCH TMT TOP 10 PICKS FOR 2019 (CONFERENCE CALL) Jonathan Chaplin
Optus (unlisted, 100% owned by SingTel), Full steam ahead in high speed mobile Ian Martin
European regulation changes gear Andrew Entwistle
Global TMT: UI/DRI Upgrade, O2D, Sweden 700Mhz Team
Upgrade UI/DRI to Buy – hybrid MNO transition now base case Russell Waller
Chinese telecoms; Feedback from company meetings Alastair Jones
Japanese telcos; feedback from our Tokyo investor tour; generally bullish Chris Hoare
China tower upgrade to BUY Chris Hoare
NSR Policy: ‘Tis the Season for Twists and Turns on T-Mo Merger and More Blair Levin
Tesla November Deliveries Pierre Ferragu
3Q18 Broadband Trends Review – Charter At $500: What Would It Take? Jonathan Chaplin
Weekly 7/12/18 Team
Global Interactive Multiples and SOP Model Team
Broadcom 4FQ18 earnings wrap-up Pierre Ferragu
Telenet: Post CMD update James Ratzer
NSR Policy: Court Appears To Lean Toward AT&T In Merger Appeal Blair Levin