Research

Client Call: TAL Callback with Jin Yoon, Oct 22nd, 1030AM EST (1030PM HKT)
Jin Yoon
10/21/2020
Telia Q3 20: Good EBITDA beat and guidance raise – Quick Take
Russell Waller
10/21/2020
Korean telcos: Cheaper 5G tariffs not required to drive penetration
Alastair Jones
10/21/2020
AMX Q3s Quick Take – Revenue recovery, buy-back already moving up
Soomit Datta
10/21/2020
China Internet in the News (October 21, 2020)
Jin Yoon
10/21/2020
China Unicom – Q3 20: Lacklustre
Chris Hoare
10/21/2020
Nvidia: The medium-term outlook doesn’t justify the recent multiple
Pierre Ferragu
Antoine Chkaiban
10/21/2020
Telenor Q3 20: Impressive cost control leads to EBITDA beat and raise – Quick Take
Russell Waller
10/21/2020
Brazil: Oi – CEO/CFO Investor Call feedback
Soomit Datta
10/21/2020
Tracfone Results; Implications For Verizon
Jonathan Chaplin
10/21/2020
Tele2 (Buy) Q3 20: Further thoughts on the Q3 controversies (Huawei, network sharing, 2021 guidance)
Russell Waller
10/20/2020
Thai Mobile – Top line deteriorating rapidly
Chris Hoare
10/20/2020
Tele2 (Buy): Q3 20 – EBITDA beat this quarter, and a beat for the full year looks possible too – Quick Take
Russell Waller
10/20/2020
China Internet in the News (October 20, 2020)
Jin Yoon
10/20/2020
China Mobile – Q3 20: Costs rising fast
Chris Hoare
10/20/2020
Intel confirmed sale of NAND business to SK Hynix. Our quick take.
Pierre Ferragu
10/20/2020
C-Band Bidders List Is Out; Implications For Wireless & Cable
Jonathan Chaplin
10/20/2020
MercadoLibre Initiation – Wallet Wars
Soomit Datta
10/19/2020
NBS: Continued Deceleration Through September
Jin Yoon
10/19/2020
China Internet in the News (October 19, 2020)
Jin Yoon
10/19/2020
China Tower Q3 20: Good overall; earnings expectations likely to start to inflect
Chris Hoare
10/19/2020
Tech Weekly Wrap-up October 16th: What do TSMC and ASML say about the upcoming earnings season?
Pierre Ferragu
10/19/2020
New iPhone Promotion; Which Carrier Is Most Aggressive Now; Updated Thoughts
Jonathan Chaplin
10/19/2020
Intel selling NAND to SK Hynix? Our quick take
Pierre Ferragu
10/19/2020
KPN (Buy): Are public markets missing the FTTH opportunity in The Netherlands? An invitation to debate capex/FTTH IRR with KPN CFO, Chris Figee, Dec 6th, 16.00 CET
Russell Waller
10/18/2020
NSR Policy: Election Spin or Meaningful Signal? Answering that Question in Light of Upcoming Responses to DoD 5G RFI, DirecTV/DISH Rumors, FCC Net Neutrality Remand Order, FCC 230 “Action” and Google and Comcast Antitrust Moves.
Blair Levin
10/18/2020
DTAC (Reduce) – Q3 20: Weak, guidance cut again
Chris Hoare
10/16/2020
TSMC 3Q20 – Gross margin beat gives a sense of underlying structural expansion
Pierre Ferragu
10/16/2020
Elisa (Neutral) Q3 20: Deteriorating performance continues as the year goes on
Russell Waller
10/16/2020
Automotive market recovering faster than expected; Infineon best positioned
Pierre Ferragu
10/16/2020
Digi Q3 20 results: Weak again, guidance cut
Chris Hoare
10/16/2020
Japanese Mobile – Rumoured price cuts suggest market fears are overblown
Chris Hoare
10/16/2020
SK Telecom (Buy): Partnering with Uber to drive value unlock
Alastair Jones
10/16/2020
China Internet in the News (October 16, 2020)
Jin Yoon
10/16/2020
ASML 3Q20 – Foundry strength; Intel EUV cancellations; long-term thesis unchanged
Pierre Ferragu
10/15/2020
Telcos into Fintech II: Launch of Vivo Money
Soomit Datta
10/15/2020
China Internet in the News (October 15, 2020)
Jin Yoon
10/15/2020
iPhone Quick Take: Which Carrier Has the Most Aggressive iPhone Promotion
Jonathan Chaplin
10/15/2020
Telstra (upgrade to Buy): Several likely catalysts to close out 2020
Ian Martin
10/15/2020
TSMC 3Q20 – Gross margin beat gives a sense of underlying structural expansion
Pierre Ferragu
10/15/2020
TMUS Quick Hit: Fast 5G Availability – Updated Thoughts
Jonathan Chaplin
10/14/2020
Japanese Telcos: iPhone 12 launch likely kick-starts 5G cycle
Chris Hoare
10/14/2020
European Recovery Fund: Potential large gains for EU Telcos (Part 1)
James Ratzer
Andrew Entwistle
10/14/2020
TMUS 2.5 GHz Coverage Model
Jonathan Chaplin
10/14/2020
EDU: 1QFY21 Earnings – Signs of Normalization
Jin Yoon
10/14/2020
IQ: 3Q20 Preview – Lowering Our Sub Estimates for 2H
Jin Yoon
10/14/2020
China Internet in the News (October 14, 2020)
Jin Yoon
10/14/2020
Thai Telcos – Feedback from Virtual Tour; stay cautious; pts cut
Chris Hoare
10/13/2020
JD: 3Q20 Preview – Our Estimates Remain Intact
Jin Yoon
10/13/2020
EDU: 1QFY21 Flash – Guidance In Line with Our Expectations
Jin Yoon
10/13/2020