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
Telefonaktiebolaget LM Ericsson Class B

Ericsson provides communications technology and services. Co.'s services, software and infrastructure – especially in mobility, broadband and the cloud – enable the telecom industry and other sectors to do business, increase efficiency, improve the user experience and capture new opportunities. Co. has more than 110,000 professionals and customers in more than 180 countries. Co. provides support for networks with more than 2.5 billion subscribers. Co.'s core business areas are called Radio, Core and Transmission and Telecom Services. Co. divides its operations into three business segments: Networks, Global Services and Support Solutions.

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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