Report
James Ratzer ...
  • Pierre FerraguÊ
EUR 1171.40 For Business Accounts Only

Global TMT: Top 10 TMT Picks, EU Telco Upgrade, TSLA, TI, UK, Belgium, Asia Tour

Global TMT headlines:

European telecoms sector upgrade; Time to give the sector a fresh look Upgrade Vodafone and BT to Buy.

Tesla (Buy): Subsidies will impact US Model 3 demand… but not by 3,000 cars p/w!

TI (Buy): More corporate governance shenanigans – Vivendi formally call another shareholder meeting.

UK market update: 3 headlines that might be longer-term positives.

Belgium cable regulation A positive for Proximus, Telenet and KPN.

Asia tour - Japanese telcos and China front of mind.

INVITE: NEW STREET RESEARCH TMT TOP 10 PICKS FOR 2019 CONF CALL.
Underlyings
BT Group plc

BT is a communications services company, delivering products and services with industry-specific communications solutions and consulting expertise. Co.'s principal activities include: networked IT services; local, national and international telecommunications services; broadband and internet products and services; and converged fixed/mobile products and services. Co. operates five lines of businesses: BT Global Services, BT Business, BT Consumer, BT Wholesale and Openreach, providing services to around 6,500 large corporate and public sector customers, in more than 170 countries worldwide.

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).

Tesla Inc

Tesla designs, develops, manufactures, sells and leases electric vehicles and energy generation and storage systems, and provides services related to its products. The company operates as two reportable segments: automotive, which includes the design, development, manufacturing, sales, and leasing of electric vehicles as well as sales of automotive regulatory credits; and energy generation and storage, which includes the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, services related to such products, and sales of solar energy system incentives.

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

Pierre FerraguÊ

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