Report
James Ratzer ...
  • Jonathan Chaplin
  • Pierre FerraguÊ
EUR 1170.80 For Business Accounts Only

Global TMT: TI, INTEL CALL, CMCSA, US Policy, SBAC, CCI

Global TMT headlines:

TI (Neutral, from Buy): Downgrade on weaker mobile, lower broadband share.

INVITE: Conference Call Today 10:00am ET: INTEL: New CEO… and New Free Cash Flow?

CMCSA is set to report on Wednesday morning. A few things to note ahead of the print.

NSR Policy: C-Band Litigation, plus Quick Hits on T-Mobile’s Hotel Preferences, Net Neutrality Court Date, and Kimmel Endorsing the NSR End of Shutdown Theory.

SBAC and Digital Bridge meetings. Three key points.

CCI 4Q18 Preview: Expect an In-Line Quarter; Limited Changes to Guidance.
Underlyings
ASML Holding NV

ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.

Telecom Italia S.p.A.

Telecom Italia is a telecommunications group based in Italy. Co. is engaged in the communications sector and, particularly, the fixed and mobile national and international telecommunications sector, the television sector and the office products sector. Co. operates mainly in Europe, South America and the Mediterranean Basin. Co.'s operations are organized along two operating segments: Domestic - Italy (providing telephone and data services on fixed-line and mobile networks for final customers (retail) and other operators (wholesale)); and Brazil (operates in the mobile phone, fixed telephony, in long-distance and data transmission markets in Brazil).

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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
James Ratzer

Jonathan Chaplin

Pierre FerraguÊ

Other Reports on these Companies
Other Reports from New Street Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch