Research
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Charter Model UpdateJuly 26, 2024 — Jonathan Chaplin
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CHTR: quick thoughts following the callJuly 26, 2024 — Jonathan Chaplin
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GOOGL: Quick Thoughts on OpenAI’s SearchGPT prototypeJuly 26, 2024 — Dan Salmon
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Bouygues Telecom Q2 24: Slower SR and EBITDAaL growth, but better mobile adds (good for SFR)July 26, 2024 — Russell Waller
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CHTR 2Q24 Quick Take: Subscribers and EBITDA beatJuly 26, 2024 — Jonathan Chaplin
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Proximus Q2 24: Good numbers and fibre deal supportive for SOP (but bad for near-term FCF)July 26, 2024 — Russell Waller
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Liberty Global Q2 24: Deeper dive on Telenet FTTH deal and VMO2 resultsJuly 26, 2024 — James Ratzer
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Global Telecoms Multiples 2024-07-26July 26, 2024 — NSR Team
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Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. Buy, €160 TPJuly 26, 2024 — Pierre Ferragu
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Indus Towers - Proposed share buyback. Our thoughts.July 26, 2024 — Chris Hoare
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KLA 4FQ24: Best positioned in the recovery with the highest exposure to leading-edge & DRAM. Buy, $860.July 25, 2024 — Pierre Ferragu
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STM 2Q24: Significant deterioration in industrials and incremental weakness in autosJuly 25, 2024 — Pierre Ferragu
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MTCH: Quick Thoughts Ahead of the PrintJuly 25, 2024 — Dan Salmon
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Hynix 2Q24 - Thesis playing out: COGS outgrowing PPE & inventories going awayJuly 25, 2024 — Pierre Ferragu
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Vodafone Q1 25 - Assessing a revised outlook for GermanyJuly 25, 2024 — James Ratzer
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Airtel Africa Q1 25: Slow start to the year, decent top line but margins impacted by energy costsJuly 25, 2024 — Chris Hoare
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PINS: Quick Thoughts Ahead of Tuesday’s PrintJuly 25, 2024 — Dan Salmon
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BT 1Q25: Where are the broadband subscribers going?July 25, 2024 — James Ratzer
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BZ: 2Q24 Preview - Revs could be at the Lower End of the RangeJuly 25, 2024 — Jin Yoon
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Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding.July 25, 2024 — Pierre Ferragu