| Global Interactive Multiples and SOP Model | Team | 19 Oct 18 |
| Telia (Neutral) Q3 18: Good cost control, but Sweden weak | Russell Waller | 19 Oct 18 |
| AMD coverage initiation: Hard stop around the corner – Sell, Target Price $18. (Conference Call Details) | Pierre Ferragu | 19 Oct 18 |
| AMD coverage initiation: Hard stop around the corner – Sell, Target Price $18. | Pierre Ferragu | 19 Oct 18 |
| Ericsson 3Q18 Wrap-up | Pierre Ferragu | 19 Oct 18 |
| Tele2 (Neutral) Q3 18: EBITDA beat and raise driven by OpEx | Russell Waller | 18 Oct 18 |
| Maxis: In line with downbeat guidance | Chris Hoare | 18 Oct 18 |
| China Tower: Q3 18 results: in line, but driven by tower adds | Chris Hoare | 18 Oct 18 |
| ASML 3Q18 Wrap-up | Pierre Ferragu | 18 Oct 18 |
| CCI 3Q18 Earnings: Tower Revenue Growth Is Accelerating | Spencer Kurn | 17 Oct 18 |
| DATTA_AMXQ318_followup | Soomit Datta | 17 Oct 18 |
| Nvidia – The gaming upside (IV) – Ray tracing beyond gaming: bigger than A.I.? | Pierre Ferragu | 17 Oct 18 |
| Global TMT: CCI, AMX, DTAC, Digi, Softbank, TKA | Team | 17 Oct 18 |
| Digi (Reduce, TP: MYR 3.3 -26%) Q3 FY 18, slightly disappointing | Chris Hoare | 17 Oct 18 |
| Nokia: Pre-3Q18 Company Model Update | Pierre Ferragu | 17 Oct 18 |
| DTAC – Q3 FY 18, Revenue & EBITDA trends weak; Neutral, price target THB 53 +25% | Chris Hoare | 16 Oct 18 |
| Global TMT: AMX, Softbank, FNTN, Midterms, CMCSA, NTT, BT | Team | 15 Oct 18 |
| Korean telcos: Re-rating running out of steam (Downgrade SKT to Neutral, LG to Reduce) | Alastair Jones | 15 Oct 18 |
| Tencent: Gaming License Approvals Expected to be Delayed Until Next Year | Jin Yoon | 15 Oct 18 |
| NSR Policy: Elections Have Consequences (But For Communications/Tech Policy, Maybe Not So Much) | Blair Levin | 14 Oct 18 |
