Research

Vantage Towers: Further update from investor discussions
James Ratzer
03/05/2021
Rakuten – New price plan implies much lower ARPU than we thought
Chris Hoare
03/05/2021
Broadcom 1FQ21 – Strong quarter, highlighting the quality of semiconductor franchises. Buy, $570
Pierre Ferragu
03/05/2021
The Tech Infrastructure Quarterly Bible 4Q20 – What we learnt in the quarter and our updated Thoughts
Pierre Ferragu
03/05/2021
China Internet in the News (March 5, 2021)
Jin Yoon
03/05/2021
European Tariff Tracker Feb 2021: UK fixed operators continue to push up price
Russell Waller
03/04/2021
TCOM: 4Q20 Earnings – Intl Travel to See Recovery In 2H
Jin Yoon
03/04/2021
China Internet in the News (March 4, 2021)
Jin Yoon
03/04/2021
Bible 4Q20: Service Providers – 5G and Huawei tailwind in 2021-2022
Pierre Ferragu
03/04/2021
MTS Q420 results: Positive outlook to continue supporting the shares
Alastair Jones
03/04/2021
Inwit 4Q20: Tax change incrementally positive, but KPIs underwhelm
Ben Rickett
03/04/2021
AT&T: A Closer Look At DIRECTV Transaction
Jonathan Chaplin
03/04/2021
China Internet in the News (March 3, 2021)
Jin Yoon
03/03/2021
Bible 4Q20: Enterprise IT – Recovery in legacy spending – Cisco best positioned
Pierre Ferragu
03/03/2021
Global Towers: The Key Differences Between Markets – Slides
Chris Hoare
James Ratzer
Spencer Kurn
03/03/2021
Tower Valuation Call Replay
03/03/2021
BT (BUY): UK Budget reaction – could be substantial near-term FCF upgrades
James Ratzer
03/03/2021
C-Band: Continuing Thoughts – Global Weekly Review
Jonathan Chaplin
03/02/2021
Bible 4Q20: Ride Sharing & Delivery – second wave takes hold; unit economics getting stronger
Pierre Ferragu
03/02/2021
China Internet in the News (March 2, 2021)
Jin Yoon
03/02/2021
4Q20 Group 650 Call w/ Chris DePuy
Pierre Ferragu
03/02/2021
Telkom SA: Continued potential for further re-rating
Alastair Jones
03/01/2021
Tech Weekly Wrap-up February 26th: Electrification at an inflection point, PC supply and demand shifting, Enterprise IT coming back, and gaiming/crypto bubble
Pierre Ferragu
03/01/2021
MTN Nigeria Q420 results
Alastair Jones
03/01/2021
Liberty LA Q4s: EBITDA beat, Solid FCF guided, Panama carved out and in focus
Soomit Datta
03/01/2021
Could Inwit also benefit from TI’s tax break?
Ben Rickett
03/01/2021
Bible 4Q20: Cloud infrastructure – compute hit by digestion; networking & memory strong
Pierre Ferragu
03/01/2021
China Internet in the News (March 1, 2021)
Jin Yoon
03/01/2021
Z Holdings, Aggressive revenue target on closure of LINE merger
Chris Hoare
03/01/2021
ATUS Quick Hit: Morris Broadband Acquisition Accretive To Growth
Jonathan Chaplin
03/01/2021
AMX (Buy) – Investor Call Feedback – Buy-back/tower spin/KPN
Soomit Datta
03/01/2021
MercadoLibre Q4s – Quick Take: Revenue beats on higher Takes, Credit book expands
Soomit Datta
03/01/2021
NSR Policy: DISH/DirecTV Déjà vu All Over Again? Plus Quick Hits on C-Band and 3.45 Auctions, Emergency Broadband Benefit, DISH/TMUS Dispute Venue, Verizon/Tracfone, Golden State Net Neutrality Court Win, and Wu to WH?
Blair Levin
02/28/2021
Proximus Q4 20: Back to reality with a bump after strong Q3s – Quick Take
Russell Waller
02/26/2021
DT (BUY): Q4 20 – Answering the FTTH question
James Ratzer
02/26/2021
VIPS: 4Q20 Results – Business Fundamentals Intact
Jin Yoon
02/26/2021
NTES: 4Q20 Results – Raising PT on New Games
Jin Yoon
02/26/2021
TRUE – Q4 20: Decent results
Chris Hoare
02/26/2021
China Internet in the News (February 26, 2021)
Jin Yoon
02/26/2021
Could tesla miss expectations in the first quarter?
Pierre Ferragu
02/26/2021
Bible 4Q20: PCs – Consumer demand remains strong while enterprise starts to recover
Pierre Ferragu
02/26/2021
Hellenic Telecom (OTE) Q4 20: Much better in Greece, >8% yield – Quick Take
Russell Waller
02/26/2021
AT&T / DTV: It’s All About The Second Transaction
Jonathan Chaplin
02/26/2021
TSMC: What do recently reported capacity plans tell us about industry growth?
Pierre Ferragu
02/26/2021
Maxis – Q4 20: No meaningful recovery and no guidance
Chris Hoare
02/26/2021
Weekly 26.02.2021
David Lopes
02/26/2021
Cellnex (Reduce): Becoming more like an MNO?
James Ratzer
02/26/2021
PagSeguro (Buy) Q4s – Quick Take: Revenue beat; Strong momentum early 2021, Hubs bring optionality
Soomit Datta
02/25/2021
NTES: 4Q20 Flash: Revs in Line with Consensus
Jin Yoon
02/25/2021
Axiata – Q4 20: Underlying improvements, but dividend cut
Chris Hoare
02/25/2021