Research

European Tariff Tracker Jan 2021: Underlying pricing trends remain stable
Russell Waller
01/21/2021
Deep dive into how Intel will outsource to TSMC (Conf Call Details)
Pierre Ferragu
01/20/2021
Indonesian Towers: Stay bullish despite rally and potential telco consolidation
Chris Hoare
01/20/2021
Brazilian consolidation – Raising Synergies to >R$25 billion
Soomit Datta
01/20/2021
Taiwan telcos: Q420 and outlook
Alastair Jones
01/20/2021
Sweden: 5G auction and Telia preliminary results: Good for shareholder returns
Russell Waller
01/20/2021
Vocus (Buy): Initiation: The right fibre inventory at the right time
Ian Martin
01/20/2021
TME: Catching Up with IR
Jin Yoon
01/20/2021
China Internet in the News (January 20, 2021)
Jin Yoon
01/20/2021
Deep dive into how Intel will outsource to TSMC
Pierre Ferragu
01/20/2021
Indonesian Mobile: The big picture; why 2021 is likely to be a turning point
Chris Hoare
01/19/2021
Silicon supply constraints in the Auto supply chain – what to expect?
Pierre Ferragu
01/19/2021
China Internet in the News (January 19, 2021)
Jin Yoon
01/19/2021
Tencent: Key Takeaways from Weixin Open Class Pro 2021
Jin Yoon
01/19/2021
Telefonica Deutschland (Reduce): Limited cash return, so focus back on fundamentals
James Ratzer
01/19/2021
NBS: 4Q NBS Data Suggests Minimal Upside to Consensus Estimates
Jin Yoon
01/18/2021
China Internet in the News (January 18, 2021)
Jin Yoon
01/18/2021
Feedback from calls with Russian telcos
Alastair Jones
01/18/2021
Final Infrastructure Week Edition[1]: Section 230 Review—Not Just for Tech; Plus, Quick Hits on Cuomo’s Proposed ISP Pricing Plan, Court Delaying Challenge to California’s Net Neutrality Law, Biden’s First Economic Plan (Broadband Not Included), FCC’s Two Paths Towards a 2.5 GHz Auction, and Bye, Bye/Mr. FCC Pai[2].
Blair Levin
01/18/2021
Our global telco Top 10 for 2021
Team
01/17/2021
European Telecoms: Assessing future revenue risk given continued pandemic
James Ratzer
01/17/2021
TSMC 4Q20 – Capex guide implies visibility on $75bn revenues in 3-4 years. NT$830 Target Price
Pierre Ferragu
01/15/2021
NTES: Updating Our 4Q Estimates
Jin Yoon
01/15/2021
Intel: what to expect next week and for the transition
Pierre Ferragu
01/15/2021
China Internet in the News (January 15, 2021)
Jin Yoon
01/15/2021
Intel, SoftBank Group, TSMC, & AMAT Four differentiated picks for 2021 and beyond
Pierre Ferragu
01/15/2021
Section 230 Call Replay
Blair Levin
01/15/2021
Bouygues Telecom CMD: Read across for the French market is positive
Russell Waller
01/15/2021
Weekly 15.01.2021
David Lopes
01/15/2021
TSMC: GM beat, $25bn capex, 10-15% growth guide. Raising TP to NT$830
Pierre Ferragu
01/14/2021
Did AT&T Go Big in C-Band (Morning Call 1-14-21)
Jonathan Chaplin
01/14/2021
Cell-C re-affirming its MVNO strategy
Alastair Jones
01/14/2021
Liberty Global (BUY): Value increase and better visibility in Ventures portfolio
James Ratzer
01/14/2021
Televisa – CFO sell-side feedback
Soomit Datta
01/14/2021
C-Band Auction: Final Clock Phase Update
Philip Burnett
01/14/2021
Indus Towers: No longer the world’s cheapest towerco. Downgrade to Neutral, pt INR 295 from INR 280
Chris Hoare
01/14/2021
Proximus FTTH update – new disclosure confirms near-term FCF dilution and negative EBITDA impact
Russell Waller
01/14/2021
Australian & New Zealand telecommunications: 2020 Hindsight, 2021 Insight
Ian Martin
01/14/2021
China Internet in the News (January 14, 2021)
Jin Yoon
01/14/2021
Telefonica – Telxius Towers sale to AMT
Soomit Datta
01/13/2021
China Internet in the News (January 13, 2021)
Jin Yoon
01/13/2021
DADA: Catching Up With IR; Updating Our Estimates
Jin Yoon
01/13/2021
Change of leadership at Intel – our quick thoughts
Pierre Ferragu
01/13/2021
Telecom Italia (Buy): Increasing visibility on the €750bn ERF allocation
James Ratzer
01/13/2021
AMT: Telxius Deal Transformational For European Growth
Spencer Kurn
01/13/2021
Cellnex (Reduce): Impact from AMT’s Telxius transaction on the European tower landscape
James Ratzer
01/13/2021
C-Band Auction, Wednesday Update, 1-13-2021
Philip Burnett
01/13/2021
Is AT&T Going Big in C-Band? Implications for the Group
Jonathan Chaplin
01/13/2021
China Internet in the News (January 12, 2021)
Jin Yoon
01/12/2021
IQ: Catching Up With IR; Adjusting Estimates
Jin Yoon
01/12/2021