Research

CITYFIBRE: Management call feedback on refinancing

What makes a neo-cloud so special? Conversation with the CEO of together.ai

Asia Tech Checks: MTK ASIC, SEC HBM, G200, AMD Mi400

What Does FCC TMUS Approval Tell Us About SATS, Media Consolidation, and Other Issues?

SATS: when do the restrictions on spectrum sales expire?

BILI: Takeaways from 2025 Investor Day

CLIENT CALL SLIDES: GOOGL/AMZN/META - How much $ can they save from AI coding assistants?

DOJ on spectrum and fourth carrier

DOJ Approves TMUS But with a Big But (That Affects SATS)

Not Overextended: Taiwan June Sales +23%; AI +38%, Ex AI +4%

Tencent: Outlook Remains Intact

JD: 2Q25 Preview - Revs Outlook Intact; Margins Could Meaningfully Drag by Food Delivery

GOOGL: AI Mode rollout accelerating. What will be the next test countries?

Global EM Towers - A Consistent Approach to EFCF and Shareholder Remuneration

Mexican Broadband Update; Upgrade MEGA to Buy, pt MXN75

JD Launch of Double Hundred Plan: Our Take

Sky launches services on CityFibre network – our take

CHTR Quick Hit: 2Q25 Buybacks Hit $1.7BN

How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in Norway

Updating Price Targets for One Big Beautiful Bill Act