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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.

Korean Telcos: Regulatory Reform & Revenue Growth

Earnings Note: 04 Nov 2014, 9:25 PM ET - The Korean telcos reported a reassuring set of 3Q14 results, though the introduction of The Handset Distribution Reform Act is likely to shake up the mobile market in 4Q. We maintain our U/P call on KT and our O/P call on SK.  

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. 

Korean Telcos 2Q13: SK Still Our Top Pick

Earnings Note: 13 Aug 2013, 8:59 PM ET - Although operating trends have improved for both KT Corp and SK Telecom, we continue to prefer SK for investors interested in increasing exposure to the Korean telecoms sector. In particular, we would recommend SK’s USD 2.125% of ’18 bond.

Korean Telcos 3Q12: SK Still Leading the Pack

Earnings Note: 12 Nov 2012, 11:39 PM ET - The Korean telecoms reported a lacklustre set of 3Q12 results with both KT Corp and SK Telecom reporting adj. EBITDA decline. SK continues to be our top pick for investors interested in increasing exposure to the Korean telecoms sector.  

Korean Telcos 2Q: Still Not Convinced about KT

Earnings Note: 28 Aug 2012, 8:44 PM ET - The Korean telecoms reported a mixed set of 2Q12 results with LTE shifting competitive dynamics in mobile while the fixed market was little changed.

KT Corp FY11: Weaker Metrics and Tough Prospects

Earnings Note: 07 Feb 2012, 7:47 PM ET - KT reported 4Q results with few surprises for investors as EBITDA fell further due to merchandise costs, 2G migration costs and consolidation changes.  Credit metrics continued to weaken in 4Q and leverage was up 0.3x YoY to 1.9x at YE
Focused

Korean Telcos 2Q11: Not All Created Equally

Earnings Note: 11 Sep 2011, 9:27 PM ET - In our review of the Korean telecoms 2Q11 earnings, we discuss our relative value recommendations, troubling trends for KT Corp, SK Telecom’s acquisition ambitions, regulated tariff reductions and Korea’s first competitive spectrum auction.

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