Research
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PINS 1Q24 Model Update (Target remains $52)May 1, 2024 — Dan Salmon
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What if the EV slowdown were not a headwind on auto semi growth?May 1, 2024 — Pierre Ferragu
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AMD 1Q24: Reaching critical mass in Datacenter GPU for 2025. It is good news to us… Buy, $200 TPMay 1, 2024 — Pierre Ferragu
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South African Telcos - CY23 H2 review – Modest improvementsMay 1, 2024 — Chris Hoare
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Indus Towers – Q4 24 Quick Take: Sustained growth but sharing factor declined againMay 1, 2024 — Chris Hoare
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EU Towers Review: A rising risk from land aggregatorsMay 1, 2024 — James Ratzer and Ben Rickett
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PINS First Take: Reiterate Top SMID Pick as Topline AcceleratesApril 30, 2024 — Dan Salmon
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AMZN First Take: Solid, but not SpectacularApril 30, 2024 — Dan Salmon
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LUMN quick hit: big improvement in fiber addsApril 30, 2024 — Jonathan Chaplin
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SNAP: The Roadmap for DR Ads From HereApril 30, 2024 — Dan Salmon
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CALL SLIDES - Update on AI CapexApril 30, 2024 — Dan Salmon, Pierre Ferragu, Antoine Chkaiban and Maxwell Spaeth
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Protelindo – Q1 24 Quick Take: Topline beat but margins missed slightlyApril 30, 2024 — Chris Hoare
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AIS (Buy) – Q1 24 Quick Take: Strong beat across the board on better-than-expected broadband contribution from TTTBBApril 30, 2024 — Chris Hoare
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GOOGL/AMZN/META: How much are they spending on AI Capex (v2.3)?April 30, 2024 — Dan Salmon
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Mexican FTTH/cable: Megacable to Neutral on Valuation, AMX Top Pick into Investor DayApril 30, 2024 — Soomit Datta
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Telenor (Buy) Q1 24: Good numbers, impressive FCF generationApril 30, 2024 — Russell Waller
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MTN Nigeria – Q1 24 Quick Take: Strong top line, weak EBITDA/bottom line (as expected), cutting capex with negative implication for IHSApril 30, 2024 — Chris Hoare
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Indosat – Q1 24 Quick Take: Sustained profitable growth; ARPU trend reflective of healthy mobile dynamic in Indonesia so farApril 30, 2024 — Chris Hoare
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European Tariff Tracker Apr24April 30, 2024 — Russell Waller
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GOTO: 1Q24 Results - Reinvest Profit to Drive GrowthApril 30, 2024 — Jin Yoon