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VEON: Using Wind Tre Proceeds for Tender Offer

HY Note: 15 Nov 2018, 12:00 PM ET - VEON is using ~$2 bn of proceeds from the sale of its 50% stake in Wind-Tre for a tender offer for four tranches of $ bonds. VEON is also soliciting consents to amend certain covenants.
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Altice USA 3Q18: A Strong Showing

Earnings Note: 06 Nov 2018, 9:01 AM ET - Altice USA delivered a strong set of results, underscored by mid-single-digit revenue and AEBITDA growth. The company is on track to reduce leverage with AEBITDA growth, and FCF growth may be allocated to share buybacks. 

US IG Telco/Cable: Post-3Q18 Rel Val Update

Sector Analysis: 30 Oct 2018, 5:05 AM ET - We take a closer look at relative value across the key IG Telecom and Cable credits. Comcast, Charter, and Verizon reported a solid 3Q18 whereas AT&T fell short. Within AT&T’s business segments, WarnerMedia was the outperformer.

US TMT: Digital Advertising-More Than FB and GOOG?

Sector Analysis: 23 Oct 2018, 5:05 AM ET - In this second part of a series on US advertising, we discuss the digital advertising market. 

US TMT: Smartphones – The World is Flat

Sector Analysis: 05 Sep 2018, 5:46 AM ET - We examine the current state of the smartphone market, discuss demand trends in the US and emerging regions, and implications for industry participants across the supply chain.

US IG TMT: A Look at Possible TrouBBBle Spots

Sector Analysis: 06 Aug 2018, 4:56 AM ET - We look at the change in the agency ratings make-up of IG TMT and potential BBB trouble spots, which have ramped-up leveraged late in the cycle.

US IG Telco/Cable: Post-Earnings Publishing Recap

Worth Watching: 30 Jul 2018, 12:22 PM ET - US IG Telco/Cable: The week of July 23 brought a heavy earnings schedule, including the three IG telco and cable mega-issuers, Verizon, AT&T, and Comcast. Please see the following earnings notes for a summary of each company's 2Q18 earnings: Veriz ..

US IG Telco/Cable: Relative Value Update

Sector Analysis: 27 Jul 2018, 1:18 PM ET - On the heels of early earnings reports, we provide a relative value update on AT&T, Verizon, Comcast, Time Warner, and Charter IG.

Satellite C-Band: Let the Waiting Game Begin (2/2)

Sector Analysis: 15 Jul 2018, 9:23 PM ET - The FCC voted 4-0 to approve the 3.7 to 4.2 GHz NPRM and order. Now, we wait for the comments and replies, with a final order expected between 1Q and 2Q19. We assess the potential benefits and revisit relative value of INTEL, SES, ETL.

5G in Focus: Rome Was Not Wired in a Day

Sector Analysis: 27 Jun 2018, 11:57 PM ET - The noise around 5G builds daily. The next generation of network technology will open the door to new use cases, but the most transformative are still a long way off.

US, China & ZTE: Implications for TMT

Sector Analysis: 16 May 2018, 11:51 PM ET - Given recent tensions between the US and China, we discuss potential implications to sectors and companies within our TMT coverage universe. 

EUR IG TMT RV: Reverse Yankee Value

Euro TMT RV: 17 Apr 2018, 10:42 PM ET - An overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this report, we cover the continued value we see in Reverse Yankee EUR telecom bonds.

USD Relative Value: Euro Telecoms

Sector Analysis: 15 Apr 2018, 11:05 PM ET - European telecom issuers have underperformed the USD telecoms index over the last 3 months. With better value on offer, we update our relative value views.

IG TMT: Tax Reform Impact Recap

Sector Analysis: 14 Mar 2018, 5:44 AM ET - Having heard from almost all the TMT heavy weights, we look back at the impact of tax reform on an individual company basis and at the sector level.

Metro Connect 2018: Key Takeaways from Fiber Event

Sector Analysis: 06 Feb 2018, 5:12 AM ET - We provide our takeaways from Metro Connect 2018, an annual event that focuses on the metro fiber industry.

US Telecom 2018 Outlook: The Train Keeps Moving

Sector Outlook: 18 Jan 2018, 5:08 AM ET - Lines between telecom, cable, media, wireline, and wireless will continue to blur in 2018. We discuss our expectations for the various sectors in this 2018 outlook. 

US IG TMT: 2017’s Winners and Losers

Sector Analysis: 12 Jan 2018, 4:31 AM ET - We look back at the best and worst performers across IG TMT in 2017.

US Telco/Cable: Net Neutrality Rollback

Sector Analysis: 17 Dec 2017, 5:30 PM ET - Title II net neutrality regulation has been rolled back. Now what?

US IG TMT: Spread Compression Nuance

Sector Analysis: 18 Jul 2017, 3:54 AM ET - Though TMT spreads are offering less compensation for going down in quality than at YE16, they are offering more than the index. We pick apart spread compression by ratings bucket and highlight our recs in the context of tight spread levels

Global TMT: The Ownership Matrix

Sector Analysis: 27 Jun 2017, 3:58 AM ET - From Sumner Redstone to Larry Ellison to John Malone, TMT is dominated by big personalities. With M&A front and center of many investors’ minds, we review the major owners and influencers across the sector.

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