Research
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Cellnex: Q1 24 – Steady quarter with M&A news to comeApril 25, 2024 — James Ratzer
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CMCSA: quick thoughts following the callApril 25, 2024 — Jonathan Chaplin
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T-Mobile Quick Hit: Fiber JV AnnouncedApril 25, 2024 — Jonathan Chaplin
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STM 1Q24: Auto & industrial cycles hitApril 25, 2024 — Pierre Ferragu
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LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.April 25, 2024 — Pierre Ferragu
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CMCSA 1Q24 Quick Take: Results mostly in-lineApril 25, 2024 — Jonathan Chaplin
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Meta 2024 capex guide raised further, improving visibility on 2025.April 25, 2024 — Pierre Ferragu
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SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out.April 25, 2024 — Pierre Ferragu
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Telia (Buy) Q1 24: Weak headline numbers, but due to phasing/one offsApril 25, 2024 — Russell Waller
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SK Telecom - New shareholder return policy, somewhat underwhelmingApril 25, 2024 — Chris Hoare
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Adyen – Q1 trading statement: Revenues slow (as per outlook)April 25, 2024 — Soomit Datta
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Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact.April 25, 2024 — Pierre Ferragu
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EDU: 3QFY24 Results - Margins could be Under Pressure due to East BuyApril 24, 2024 — Jin Yoon
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META First Take: Investment cycle commentary spooksApril 24, 2024 — Dan Salmon
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AT&T Model UpdateApril 24, 2024 — Jonathan Chaplin
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AT&T: quick thoughts following the callApril 24, 2024 — Jonathan Chaplin
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KPN Q1 24: Solid results, low volumes not currently an issueApril 24, 2024 — Russell Waller
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Tesla 1Q24: How didn’t we see it coming? Bridging portfolio expansion ahead of Model 2. Buy, $245April 24, 2024 — Pierre Ferragu
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SingTel - SingTel’s market cap now fully covered by stake in Bharti; could a Buyback narrow the SOP discount?April 24, 2024 — Chris Hoare
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Orange Q1 24: Good results; weak French KPIs not a worry, SR trends unchangedApril 24, 2024 — Russell Waller