Research

CLIENT CALL: BABA AND JD PRE-BLACKOUT TAKEAWAYS; THURSDAY, APRIL 9TH, 9AM EST
Jin Yoon
04/09/2020
Russian telcos: A look at past crises and what to expect this time
Alastair Jones
04/09/2020
JD: 1Q20 Preview – Revs Estimates Intact
Jin Yoon
04/09/2020
China Internet in the News (April 9, 2020)
Jin Yoon
04/09/2020
CLIENT CALL: IQ AND TAL MANAGEMENT TAKEAWAYS ON RECENT NEWS; WEDNESDAY, APRIL 8TH, 830AM EST
Jin Yoon
04/08/2020
Vodafone (Buy): Still looking very compelling at 115p
James Ratzer
04/08/2020
Supportive regulatory infrastructure moves in Belgium
James Ratzer
Russell Waller
04/08/2020
TAL: B2B Business Impacted by Employee’s Wrongdoing; B2C Not Impacted
Jin Yoon
04/08/2020
IQ: IQ Responds to Short Seller Report
Jin Yoon
04/08/2020
I asked our intern the best strategy out of the Covid-19 crisis for a tech portfolio… Her findings will surprise you!
Pierre Ferragu
04/07/2020
Our top 5 Ideas in the sell-off – Infineon
Pierre Ferragu
Antoine Chkaiban
04/07/2020
China Internet in the News (April 7, 2020)
Jin Yoon
04/07/2020
LatAm TMT – Portfolio switch for Covid-19 Times
Soomit Datta
04/06/2020
Chinese Telcos: Feedback from calls with all the MNOs and China Tower; stay cautious on telcos
Chris Hoare
04/06/2020
Feedback from our Asian virtual telco tour – Global Weekly Review
Chris Hoare
04/06/2020
How is the auto value chain impacted by Covid-19? Latest data points & implications on our coverage
Pierre Ferragu
04/06/2020
China Internet in the News (April 6, 2020)
Jin Yoon
04/06/2020
Call Slides; Feedback from virtual tour of Japan and China
Chris Hoare
04/06/2020
China Internet in the News (April 5, 2020)
Jin Yoon
04/05/2020
NSR Policy: Handicapping the Final TMUS/S battle (with California); Plus, 6 GHz Order Meets Expectations, Clarifying Investor Anxiety Over Broadband Stimulus, and Clarifying Our Own Comments.
Blair Levin
04/05/2020
W. Europe Fixed Tariff Tracker Mar 2020: Fixed pricing stable despite the turmoil
Russell Waller
04/03/2020
Global Weekly Review 05.04.20
Team
04/03/2020
W. Europe Mobile Tariff Tracker Mar 2020: Frontbook pricing resilient despite COVID-19 impact
Russell Waller
04/03/2020
Belgium Telcos: FTTH analysis and CFO call feedback
Russell Waller
04/03/2020
Asian Internet Expert Speaker Series: Head of APAC E-commerce of a Leading Global Sports Apparel Brand
Jin Yoon
04/03/2020
WUBA: Potential Privatization of 58.com
Jin Yoon
04/03/2020
China Internet in the News (April 3, 2020)
Jin Yoon
04/03/2020
Uber: Is ride-sharing a good business?
Pierre Ferragu
04/03/2020
Japanese Telcos: Feedback from conference calls, generally positive
Chris Hoare
04/03/2020
Global valuation and multiples (Interactive model)
David Lopes
04/03/2020
Tesla 1FQ20 production update
Pierre Ferragu
04/02/2020
Asian Internet Expert Speaker Series: Head of APAC E-commerce on Covid-19 Recovery
Jin Yoon
04/02/2020
China Internet in the News (April 2, 2020)
Jin Yoon
04/02/2020
Softbank: WeWork tender offer cancelled. Our take
Pierre Ferragu
04/02/2020
Korea telecoms: SKT our preference
Alastair Jones
04/01/2020
EDU: Gaokao Postponed due to Covid-19
Jin Yoon
04/01/2020
CLIENT CALL WEDNESDAY 9AM ET: WHERE IS SOFTBANK GOING TO FIND $41BN?
Chris Hoare
James Ratzer
Jonathan Chaplin
Pierre Ferragu
Jin Yoon
04/01/2020
China Internet in the News (April 1, 2020)
Jin Yoon
04/01/2020
Our top 5 Ideas in the sell-off – SoftBank Group
Pierre Ferragu
04/01/2020
5G uptake in Korea remains strong
Alastair Jones
04/01/2020
NSR Policy: The Next Great Spectrum Reallocation: 6GHz for Next-Generation Wi-Fi
Blair Levin
03/31/2020
TMUS: Deal Closing Tomorrow?!
Jonathan Chaplin
03/31/2020
TMUS: Deal Closing Tomorrow – One More Data Point
Jonathan Chaplin
03/31/2020
Meituan Dianping: 4Q19 Earnings – Outlook Better than Feared
Jin Yoon
03/31/2020
China Internet in the News (March 31, 2020)
Jin Yoon
03/31/2020
Proximus (Neutral): CMD: FTTH acceleration and divi cut.
Russell Waller
03/31/2020
Our top 5 Ideas in the sell-off – Broadcom
Pierre Ferragu
03/31/2020
Chinese telcos – Top-line improving but not yet EBITDA, CM outperforms, Upgrade CT; Q4 19 review
Chris Hoare
03/31/2020
CLIENT CALL: MEITUAN 4Q19 MANAGEMENT POST-PRINT TAKEAWAYS; MONDAY, MARCH 30TH, 1PM ET
Jin Yoon
03/30/2020
Meituan Dianping: 4Q19 Flash – Negative YoY Rev Growth Expected in 1Q20; FY20 Uncertain
Jin Yoon
03/30/2020