Research
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META: The long-term strategic rationale for Metaverse? Disintermediate AAPL and GOOGLSeptember 26, 2024 — Dan Salmon
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Micron 4FQ24: Watching COGS and PPE is the way. Our memory thesis is playing out – Buy $150 TP.September 26, 2024 — Pierre Ferragu
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Tesla Deliveries: China drives growth; steady share gains in the rest of the worldSeptember 26, 2024 — Pierre Ferragu
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Verizon & AT&T Model and Valuation UpdatesSeptember 26, 2024 — Jonathan Chaplin
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Telia – Supportive CMD, but not enough to sustain another significant rally– downgrade to NeutralSeptember 26, 2024 — Russell Waller
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VIPS: 3Q24 Preview - Slowdown in Apparel in 3QSeptember 26, 2024 — Jin Yoon
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EMEA & African Telcos & Towers - High Yield Review – Initiate Coverage on Axian Telecom and Liquid Intelligent Technologies, plus VEON, IHS Towers & HeliosSeptember 26, 2024 — Chris Hoare
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Axian Telecom - InitiationSeptember 26, 2024 — Chris Hoare
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Liquid Intelligent Technologies - InitiationSeptember 26, 2024 — Chris Hoare
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Helios Towers - Initiation. Buy. Price target GBp 140September 26, 2024 — Chris Hoare
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European Telecoms Refresh: Can the outperformance continue?September 26, 2024 — James Ratzer, Russell Waller and Ben Rickett
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GOOGL: Gemini replaces GPT powering SNAP’s My AI, and other takeaways from the Gemini @ Work EventSeptember 25, 2024 — Dan Salmon
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Semi cycle update 3Q24: 2025 reaccelerating across the boardSeptember 25, 2024 — Pierre Ferragu
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Apple: iPhone 16 – We expect a 10% miss on shipments.September 25, 2024 — Pierre Ferragu
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NSR Policy: The DBS Deal and the 12 GHz BandSeptember 25, 2024 — Blair Levin
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CPNG: 3Q24 Preview - Estimates Remain IntactSeptember 25, 2024 — Jin Yoon
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IHS (Buy, TP: US$8, 170%) - INVESTOR CALL FEEDBACK – 24th September 2024 - Steve Howden, CFOSeptember 24, 2024 — Chris Hoare
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Stimulus Measures from PBOC: Is This Time Different?September 24, 2024 — Jin Yoon
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CHTR Quick Hit: Charter and Liberty Trying to MergeSeptember 23, 2024 — Jonathan Chaplin
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Eutelsat: OneWeb in search of a partner? Our take.September 23, 2024 — Ben Rickett