Research

GOOGL + Wiz: Implications for GCP’s cyber offering, Blair’s thoughts on deal path

China Unicom – Q4 24 Quick Take: In-line shareholder remuneration; Lowered capex guidance bodes well for improving cash flow

AI buildouts: How is 2026 shaping up? What do we know already?

GOOGL/AMZN/META: What does all this AI capex mean for D&A?

BEKE: 4Q24 Flash - Revs Above Expectations

TME: 4Q24 Flash - Results Top Expectations; Dividend and Expanded Share Buyback Announced

Liberty LA (Buy, TP: $14.5) / LCPR HY - Deep dive on Puerto Rico

Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a bottom

MTN Group – Q4 24: Solid quarter, FY24 dividend up

China Tower (Buy) – Q4 24 Quick Take: Rising Two Wings contribution, stable margins supportive of ongoing shareholder remuneration

Broadcaster NextGen TV Wish List: How Will It Play Out and Affect Others?

NBS: Online Retail Sales Growth Recovery Continued in Jan and Feb 2025

Liberty Global to buyout VodafoneZiggo? Our Take.

Global Telecoms Multiples 2025-03-14

MTN Rwanda – Q4 24 Quick take: Still mixed

WB: 4Q24 Results - Ad Recovery Could Take Time

Quick Take: T-Mobile raises prices

Helios Towers (Buy) – Q4 24: Solid quarter; the door for shareholder returns in 2026 is open; call feedback included

Is Carr’s Pressure on YouTube a Leading Indicator of New Avenues of Media Regulation?

Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious.