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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.

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 Telecoms 2015 Outlook: Relative Value and M&A

Sector Outlook: 09 Feb 2015, 11:25 PM ET - In the final part of our 2015 outlook for the European telecoms sector we highlight our relative value calls in the investment grade and crossover spaces and key elements of M&A risk to consider.

European Telecoms 2015 Outlook: Financials

Sector Outlook: 02 Feb 2015, 11:32 PM ET - We consider key financial drivers for the European telecoms sector in 2015, notably revenue, EBITDA and capex trends and likely uses of FCF, as well as the prospects for new primary market supply.

European Telecoms 2015 Outlook: Regulation

Sector Outlook: 27 Jan 2015, 9:50 PM ET - We consider key regulatory issues for European telcos in 2015, notably the new European Commission structure and personnel, upcoming spectrum auctions and mobile termination rate cuts.

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.

Asian New Issuance 9M14: Smashing Records

Strategy Analysis: 06 Oct 2014, 9:21 PM ET - Asia ex-Japan $ issance reached $144 bn in 9M14. That's already more than the amount raised in the whole of 2013. 

Exit The Dragon: January 2013 Asian HY Issuance

Strategy Analysis: 07 Feb 2013, 4:38 AM ET - Asia ex-Japan $ high yield issuance has topped $10 bn so far this year. That's more than every first quarter since 2003 and over half of last year's total.  Will the supply frenzy slide into the Year of the Snake? 
Focused

DBA Telecommunication Asia: New Issue Monitor

HY Note: 15 Jan 2013, 11:53 PM ET - A new Chinese high yield issuer, DBA Telecommunication (BB-/Stable, B+/Stable), has emerged to test the enthusiasm of the Asia dollar bond market. The company plans to issue a 5-year, Reg-S bond of $200-300 mn, with price whisper at 11-12%.

A Look at 2H CapEx and Telecom Vendor Outlook

Sector Analysis: 11 Oct 2011, 10:38 PM ET - In this report, we examine the CapEx expectations from major telecom carriers for second half of 2011 as well as implications to 2H outlook of telecom infrastructure vendors.

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 ..

Spotlight on Korean Telecoms (Part 2): Fixed

Sector Analysis: 22 Apr 2010, 12:47 AM ET - As part 2 of our outlook on the Korean Telecom sector, in this piece we focus on the fixed market in Korea and underlying growth opportunities in the near term

Spotlight on Korean Telecoms (Part 1): Mobile

Sector Analysis: 20 Apr 2010, 11:44 PM ET - As we begin initiating coverage on major Korean Telecoms shortly, in this piece we take a look at the broader trends surrounding the mobile market in Korea

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