Report
Chris Hoare ...
  • Soomit Datta
EUR 938.50 For Business Accounts Only

Global TMT: CCI, AMX, DTAC, Digi, Softbank, TKA

Global TMT: CCI, AMX, DTAC, Digi, Softbank, TKA


Chris Hoare
0
chris @newstreetresearch.com
Underlyings
Ambev SA

America Movil S.A.B. de C.V. ADS

Crown Castle International Corp

Crown Castle International is a holding company. Through its subsidiaries, the company owns, operates and leases shared communications infrastructure that is geographically dispersed throughout the U.S., including towers and other structures, such as rooftops (collectively, towers), and fiber primarily supporting small cell networks (small cells) and fiber solutions. The company's towers, fiber and small cells assets are collectively referred to herein as communications infrastructure. The company's core business is providing access, including space or capacity, to its shared communications infrastructure via long-term contracts in various forms, including lease, license, sublease and service agreements.

Digital Tech Planet

SoftBank Group Corp.

SoftBank Group is a holding company. Domestic Telecommunications business provides mobile communication services, mobile devices, broadband services to retail customers, and telecom services to corporate customers in Japan. Sprint business provides mobile communication services and fixed-line telecommunication services in the U.S. Yahoo Japan business operates Internet-based advertising and e-commerce business. Distribution business distributes mobile devices overseas, and sells software and mobile device accessories in Japan. ARM business designs microprocessor intellectual property and related technology. SoftBank Vision Fund & Delta Fund business is engaged in the investment activities.

Telekom Austria AG

Telekom Austria is engaged as full service telecommunications providers of long distance, local and wireless services, corporate data communications services as well as internet services and television broadcasting. Co. generates revenues from fixed line services and mobile communication services to individuals, commercial and noncommercial organizations and other national and foreign carriers. To a lesser extent, Co. generates revenue from the sale of mobile communications handsets. Co. also supplies telephones and technical equipment for telephone communications. These activities are conducted primarily in Austria, Croatia, Slovenia, Bulgaria, Serbia, Macedonia and Belarus.

Total Access Communication Public Co. Ltd.

Total Access Communication Public Company Limited is principally engaged in the provision of wireless telecommunications services and the sale of handsets and accessories. The Company operates in two segments: mobile telephone services and related services, and sales of handsets and starter kits. The Company offers various customer services, such as dtac wireless fidelity (Wi-Fi), e-Service, e-invoice, postpaid self-service numbers, prepaid self-service numbers, online order tracking and bill payment channels. The Company's personal services include postpaid, such as main packages, add-on packages, international calling and international roaming; prepaid, such as packages, happy subscriber identification modules (SIMs) and Happy Tourist SIM, as well as smartphones and tablets. The Company's products for business include voice package, mobile marketing, data and Internet connectivity, information and communication technology (ICT) and mobile solutions and services.

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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

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  • Pan European Telecom Services and Cable


Analysts
Chris Hoare

Soomit Datta

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