Report
James Ratzer
EUR 932.60 For Business Accounts Only

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT
Underlyings
Advanced Info Service Public Co. Ltd.

Advanced Info Service Public Co., via its subsidiaries, is engaged in the operation of a 900 MHz cellular telephone system, the acting as a service provider of online data communications service via telephone land lineand optical fiber and service provider of call center and service provider of digital mobile phone network; distributor of cash card business; service provider of electronic payment and cash card; service provider of international telephone service/gateway; andservice provider of cellular telephone network in 2.1-GHz and 1800MHz frequency. As of Dec 31 2015, Co. had three segments: mobile phone and call center services; mobile phone sales; and datanet and broadband services.

Applied Materials Inc.

Applied Materials provides manufacturing equipment, services and software to the semiconductor, display and related industries. The company's segments are: Semiconductor Systems, which develops, manufactures and sells a range of manufacturing equipment used to fabricate semiconductor chips; Applied Global Services, which provides integrated solutions to support equipment and fab performance and productivity; and Display and Adjacent Markets, which is comprised of products for manufacturing liquid crystal displays, organic light-emitting diodes and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices.

Cisco Systems Inc.

Cisco Systems designs and sells a range of technologies that power the Internet. The company's business is organized into the following three geographic segments: Americas; Europe, Middle East, and Africa; and Asia Pacific, Japan, and China. The company's products and technologies are grouped into the following categories: Infrastructure Platforms; Applications; Security and Other Products. In addition to its product offerings, the company provides a range of service offerings, including technical support services and other services. The company delivers its technologies through software and services. The company's customers include businesses of all sizes, public institutions, governments, and service providers.

Equinix Inc.

Equinix provides colocation space and related offerings. The company operates International Business Exchange? (IBX?) data centers across the Americas; Europe, Middle East and Africa and Asia-Pacific geographic regions where customers directly interconnect with a network ecosystem of partners and customers. The company's data center solutions include IBX Data Centers and xScale Data Centers. The company's Interconnection Solution connect businesses within and between its data centers across its global platform. The company's edge services help businesses deploy as-a-service networking, security and hardware across its data center footprint, as an alternative to buying, owning and managing the physical infrastructure.

KDDI Corporation

KDDI is a telecommunications company. Along with its affiliates, Co. operates in four principal business segments: personal, value, business, and global. Co. is engaged in the sale of mobile handset; and the provision of mobile telecommunication services under "au" brand name, Internet contents, settlement service, and electronic money service for individual customers. Co. offers information and communication technology ("ICT") solution services and data center services for domestic corporate customers, overseas companies and individual customers. Co. is also involved in the call center business, the research and technological development, and the telecommunication facilities maintenance.

KT Corp (ADR)

NVIDIA Corporation

NVIDIA engages in graphics processing unit (GPU)-based visual computing and accelerated computing platforms. The company has two segments, GPU and Tegra Processor, which are based on a single underlying architecture. The company's GPU product brands are aimed at markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence data scientists and big data researchers; and GRID for cloud-based visual computing users. The company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for game consoles and mobile gaming and entertainment devices.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
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  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
James Ratzer

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