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Euro IG TMT Weekly: Telecoms Lags on New Issuance

Sector Analysis: 10 Sep 2018, 6:58 AM ET - The Euro IG TMT sectors underperformed versus the index in the week to 7 September, with new issuance from both TELEFO and ORAFP driving weakness in their respective secondary bonds.
Focused

AMX 2Q18: Trying to FX the Balance Sheet

Earnings Note: 19 Jul 2018, 7:36 PM ET - AMX posted a solid set of 2Q18 results driven by strong EBITDA growth in Mexico and Brazil. 

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.

Euro IG TMT Weekly: No Love for Weak Reception

Sector Analysis: 21 May 2018, 5:28 AM ET - With Bertelsmann receiving a weak reception for its €500 mn long 7 yr, and Latam exposure dominating performance, the Euro IG TMT sector delivered another week of negative excess returns.
Focused

AMX & TELVIS: 1Q18 Raises Event Risk Questions

Earnings Note: 29 Apr 2018, 10:18 PM ET - We are downgrading our recommendation on TELVIS to Underperform, as event risk has increased.  

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.
Focused

AMX: Receives Functional Separation Terms from IFT

Worth Watching: 06 Mar 2018, 3:12 PM ET - AMX (A3/A-) announced that Mexico's telecommunications regulator (IFT) has outlined the terms under which its wholesale fixed line business (i.e. the New Entity) will be separated. According to the company, the separation plan materially differ ..
Focused

Mexico: Not Much Of An Election Premium

Emerging Markets Spotlight: 01 Mar 2018, 5:25 AM ET - Despite July elections, Mexico has continued to perform reasonably well. We expect there could be volatility into the elections, providing attractive opportunities to take exposure. We also take a look at our corporate recommendations.
Focused

AMX 4Q17: Making it Work

Earnings Note: 14 Feb 2018, 10:06 PM ET - AMX posted a solid set of results and continues to target bringing net leverage down.

EUR IG TMT RV: Broadcasters 9M17 Update

Sector Analysis: 03 Dec 2017, 9:41 PM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this report, we cover recent European Broadcasters results.
Focused

AMX & TELVIS: 3Q Wrap and RV Reframe

Earnings Note: 29 Oct 2017, 11:54 PM ET - We review 3Q17 results and our relative value recommendations on the Mexican TMT heavyweights America Movil and Televisa.

Euro IG TMT RV: 3Q17 Earnings Guide

Sector Analysis: 16 Oct 2017, 10:54 PM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we provide an earnings calendar and notes on key items to watch for on a company specific basis.

Euro IG TMT RV: Idiosyncratic Risks Building

Sector Analysis: 21 Sep 2017, 10:56 PM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we take a look at a number of idiosyncratic risks facing the sector.

EUR IG TMT RV: Advertising Trends Disappoint

Sector Analysis: 04 Sep 2017, 7:53 PM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we take a look at the disappointing advertising trends impacting the media sector.
Focused

AMX: Court Rules Against "Zero Rate" Termination

Worth Watching: 17 Aug 2017, 2:21 PM ET - AMX (A3/A-) announced that the Mexican Supreme Court has ruled in favor of America Movil and that it will grant an injunction against a portion of the law which makes up the 2014 telecommunications reform, in particular regarding termination rate ..

Euro IG TMT RV: Hybrid Vigour

Sector Analysis: 07 Aug 2017, 7:05 AM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we provide increased transparency and differentiation in our views on TMT hybrids.

July 2017 US Company Recommendation Changes

US Company Recommendation Changes: 01 Aug 2017, 11:00 AM ET - Our monthly report provides executive summaries for the twenty-two company recommendation changes made on US companies during the month of July.
Focused

AMX 2Q17: Better Still

Earnings Note: 19 Jul 2017, 8:18 PM ET - AMX posted a solid set of results due to improved results in Mexico and Colombia as well as a strong quarter in the USA, Peru and Chile. We are upgrading our recommendation on AMX dollar bonds to Market perform.

Euro IG TMT RV: 2Q17 Earnings Guide

Sector Analysis: 14 Jul 2017, 11:03 AM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we provide an earnings calendar and notes on key items to watch for on a company specific basis.

Euro IG TMT RV: Go for Quality on Zero-Yield

Sector Analysis: 04 Jul 2017, 9:47 PM ET - A regular overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this update, we look at the compression at the short end of the yield curve and recommend an up in quality bias

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