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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. 

Vodafone: Indian Merger a Good Idea?

IG Note: 30 Jan 2017, 6:17 AM ET - In principle, we see a combination of Vodafone India and Idea as an excellent option for VOD, but we see the implications for VOD creditors as more mixed, with more negatives than positives.

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

HK/SG Conference 2016: Indonesian/Indian Corporates

Transcript: 19 Jul 2016, 8:38 PM ET - What is the outlook for performance of key Indonesian and Indian credits over 2H16?

EU Blocks CK Hutchison-Telefonica UK Mobile Deal

Sector Analysis: 11 May 2016, 3:14 PM ET - The EU Competition Commission has rejected mobile-market consolidation in the UK raising uncertainty not only for Telefonica and CK Hutchison’s 3 Group, but for European telecoms operators more broadly.

UK Telecoms/Cable: Ofcom Digital Review; BT to M/P

Sector Analysis: 25 Feb 2016, 8:01 AM ET - We give our initial reaction to Ofcom's update on its Review of Digital Communications, with the likelihood of a worst case scenario for BT now much reduced.

European Telecoms 2016 Outlook: Regulation

Sector Outlook: 27 Jan 2016, 8:21 PM ET - 2016 will be characterised by a smaller day-to-day drag on European telcos from regulation, especially on the top line, but also by number of key decisions that will have significant implications for creditors.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Euro TMT RV: Danish Market Consolidation

Euro TMT RV: 07 Dec 2014, 9:21 PM ET - With TeliaSonera and Telenor announcing the merger of their Danish operations, we discuss the implications for the Danish market and the key players - TDC, TLSN and TNOR. We also discuss news flow from Sky, PUB, REED and VIV.

Euro TMT RV: BT to M/P & Orange to O/P on UK M&A

Euro TMT RV: 30 Nov 2014, 11:02 PM ET - In light of developments this week regarding potential M&A in the UK, we are shifting our O/P call on BT to M/P. We are also upgrading our recommendation on Orange to O/P, as we now view ORA as our top defensive pick in the telecoms sector.
Focused

Indonesia Trip Notes: MNC Investama & Japfa Com.

Company Meetings: 16 Dec 2013, 8:57 PM ET - We recently met MNC Investama, an Indonesian media powerhouse aiming to become a conglomerate, and Japfa Comfeed, a dominant supplier to Indonesian poultry farmers, aiming for greater vertical integration. 

Asian New Issuance 1H13: Hit the Brakes

Strategy Analysis: 05 Jul 2013, 2:11 AM ET - Asian new issuance ground to a near standstill in June amid the market sell-off, but 1H13 issuance still hit record levels thanks to the strong supply during the first 5 months of this year.  
Focused

Bumi Resources & Bhakti Investama: Visi Media Sale

Worth Watching: 04 Jun 2013, 11:58 PM ET

Who's Buying Asian High Yield?

Strategy Analysis: 27 May 2013, 9:13 PM ET - Who is driving the demand for Asian high yield? Private banks account for around a quarter of investors in this year's new issues, but does this bode well for bond prices? And should we be wary of deals with low Asian participation?  
Focused

Bhakti Investama: Bond Priced at 5.875%

Worth Watching: 10 May 2013, 2:46 AM ET
Focused

HY Note: Bhakti Investama - New Issue Monitor

HY Note: 08 May 2013, 2:20 AM ET - Bhakti, an Indonesian investment company with holdings in the media, financial services, energy and natural resources, is marketing a 5-year $-denominated bond.  It will use the proceeds to buy a stake in MNC Land, a related party. 

Indian Telecos: Surpass 700 Million Subscribers

Worth Watching: 11 Jan 2011, 12:00 AM ET - Indian Telecos: Based on latest available data from Telecom Regulatory Authority of India (TRAI), India crossed the 700 million wireless subscriber mark in October 2010, adding 18.98 million new subscribers during the month, indicating a 44.7% YoY ..

Notes from a Recent Exploratory Trip to China

Sector Analysis: 07 Sep 2004, 11:47 PM ET - Qualcomm's inability to collect royalties from SCDMA technology, dual mode CDMA/GSM services and handsets in China, the timing of 3g licenses, CDMA 450, CDMA infrastructure investments, and LCD glass substrates demand.

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