Report
Mark Cash
EUR 100.00 For Business Accounts Only

Potential Huawei Supply Issues May Aid Others in the CSP Equipment and Networking Spaces

We are maintaining our fair value estimates for leading communication service providers, such as Nokia and Ericsson, despite the addition of Huawei to the U.S. Entity List, effectively banning U.S. firms from supplying into Huawei, the dominant provider of CSP equipment, software, and services. The Chinese firm is also one of the largest sellers of switches, routers, and wireless technology for enterprises, campuses, and data centers as well as an enterprise security vendor. We are assuming that...
Underlying
Juniper Networks Inc.

Juniper Networks designs, develops and sells products and services for networks. The company sells its products in three geographic regions: Americas; Europe, Middle East, and Africa; and Asia Pacific. The company sells its network products and service offerings across routing, switching, and security technologies. In addition, the company provides its customers services, including maintenance and support, services, and education and training programs. The company's products and services address network requirements for its customers within its vertical: Cloud, Service Provider, and Enterprise. The company's portfolio addresses domains in the network: core; edge; access and aggregation; data centers; and campus and branch.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Mark Cash

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