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Sept. 2018 Asian Company Recommendation Changes

Asian Company Recommendation Changes: 30 Sep 2018, 9:26 PM ET - Our monthly report provides executive summaries for the three company recommendation changes made on Asian companies during the month of September.
Focused

Telstra: The Encumbered Incumbent

Company Spotlight: 17 Sep 2018, 9:38 PM ET - We take a look at Telstra given the continuing disruption in the Australian telecom market, and as the incumbent executes its strategic overhaul in the midst of the intensification of the NBN rollout and competitive market dynamics.

Euro TMT RV: Telecoms Sector Update

Euro TMT RV: 03 Sep 2018, 11:53 PM ET - We provide an update of the European Telecom sector, looking at the key trends and events that have impacted results so far in 2018, before taking a look at sector bond performance and reviewing our issuer level recommendations.

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.

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.

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.

August 2017 Asian Company Recommendation Changes

Asian Company Recommendation Changes: 01 Sep 2017, 8:11 AM ET - Our monthly report provides executive summaries for the ten company recommendation changes made on Asian companies during the month of August.
Focused

Telstra: Preparing to Weather the Blizzard in Oz

Earnings Note: 22 Aug 2017, 11:22 PM ET - Telstra (TLSAU, A2/A) is a company in transition, as it adjusts to life with the NBN and as competition in the mobile market heats up. However, management announced a cut to its hefty dividend and remains committed to single-A ratings.

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.

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
Focused

Telstra: ACCC Publishes Roaming Draft Decision

Worth Watching: 07 May 2017, 8:49 PM ET - Telstra (A2/A) equity is up 4% today following a draft decision from the ACCC regarding national mobile roaming. The ACCC has proposed to not declare a wholesale domestic mobile roaming service, citing insufficient evidence that it would boost ..
Focused

Telstra F1H17: NBN Transition Continues

Earnings Note: 22 Feb 2017, 5:07 PM ET - Telstra’s results reflected that the company is in a period of significant transition, as the NBN rollout accelerates. Competitive and regulatory dynamics also weighed on results.

2017 European Telecoms Outlook Part 3: RV

Sector Outlook: 24 Jan 2017, 11:15 PM ET - The third and final part of our 2017 Outlook looks at relative value across the European telecom operators in the EUR, GBP and USD credit markets.
Focused

Telstra: Reviewing Capital Allocation Strategy

Company Analysis: 20 Nov 2016, 2:30 PM ET - At its investor day Telstra announced it is reviewing its capital allocation strategy. Given the extent of the changes facing Telstra, it makes sense the company is re-evaluating its financial strategy in our view.
Focused

Telstra FY15/16: All about the Network

Earnings Note: 11 Aug 2016, 2:24 PM ET - TLS is decommissioning its incumbent network and migrating subscribers onto the NBN. While this comes with risk, TLS’s network first strategy and commitment to single-A ratings go a long way to making us comfortable with the name.
Focused

Telstra: No Deal in the Philippines

Worth Watching: 14 Mar 2016, 2:21 PM ET - Telstra (A2/A) announced on Monday March 14 that it has been unable to reach a commercial agreement on a wireless JV in the Philippines with San Miguel Corporation. Last year Telstra confirmed the two parties were in discussions about a JV. Tel ..
Focused

Telstra 1H15/16: In Transition

Earnings Note: 18 Feb 2016, 7:47 PM ET - Telstra reported robust 1H15/16 results but its transition to becoming just another service provider over the NBN is gaining pace.

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