Title Analyst
Global Interactive Multiples and SOP Model Team
Telia (Neutral) Q3 18: Good cost control, but Sweden weak Russell Waller
AMD coverage initiation: Hard stop around the corner – Sell, Target Price $18. (Conference Call Details) Pierre Ferragu
AMD coverage initiation: Hard stop around the corner – Sell, Target Price $18. Pierre Ferragu
Ericsson 3Q18 Wrap-up Pierre Ferragu
Tele2 (Neutral) Q3 18: EBITDA beat and raise driven by OpEx Russell Waller
Maxis: In line with downbeat guidance Chris Hoare
China Tower: Q3 18 results: in line, but driven by tower adds Chris Hoare
ASML 3Q18 Wrap-up Pierre Ferragu
CCI 3Q18 Earnings: Tower Revenue Growth Is Accelerating Spencer Kurn
DATTA_AMXQ318_followup Soomit Datta
Nvidia – The gaming upside (IV) – Ray tracing beyond gaming: bigger than A.I.? Pierre Ferragu
Global TMT: CCI, AMX, DTAC, Digi, Softbank, TKA Team
Digi (Reduce, TP: MYR 3.3 -26%) Q3 FY 18, slightly disappointing Chris Hoare
Nokia: Pre-3Q18 Company Model Update Pierre Ferragu
DTAC – Q3 FY 18, Revenue & EBITDA trends weak; Neutral, price target THB 53 +25% Chris Hoare
Global TMT: AMX, Softbank, FNTN, Midterms, CMCSA, NTT, BT Team
Korean telcos: Re-rating running out of steam (Downgrade SKT to Neutral, LG to Reduce) Alastair Jones
Tencent: Gaming License Approvals Expected to be Delayed Until Next Year Jin Yoon
NSR Policy: Elections Have Consequences (But For Communications/Tech Policy, Maybe Not So Much) Blair Levin