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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. 

Semiconductors: M&A and the Regulatory Landscape

Sector Analysis: 20 Mar 2018, 10:32 PM ET - We take a look at the state of the semiconductor industry in terms of market concentration and potential impediments to further M&A from a regulatory perspective.

Tech: EU Plans Tax on Digital Company Revenues

Sector Analysis: 14 Mar 2018, 10:35 PM ET - The EU states are currently negotiating a 2-6% tax on the “aggregated gross revenues” of large digital companies.

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.

US-China Trade: A Beautiful Mine

Strategy Analysis: 21 Nov 2016, 9:56 PM ET - The game theory of US-China trade negotiations will need two sides to at least be playing the same game. Manufacturing and tech is big in US-China deficit politics, and costs would be high in the event it ends badly. 

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.
Focused

TSMC: Minimal Chip Industry Impact from Earthquake

Worth Watching: 07 Feb 2016, 6:59 PM ET - TSMC: On February 6, 2016, a 6.4 magnitude earthquake struck Taiwan, which is home to major foundry player Taiwan Semiconductor Manufacturing Co (TSMC), as well as some smaller chip makers.  The earthquake was centered near the Tainan Science P ..

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.

A Look at the Mobile Devices Industry: Q1:12

Sector Analysis: 27 Feb 2012, 4:34 AM ET - In this report, we examine the mobile devices industry in 1Q12 and discuss some of the key trends as well as investment implications.

Selected Semiconductor Companies: Japan Exposure

Sector Analysis: 15 Mar 2011, 9:53 PM ET - In this short article, we survey the exposure to Japan for selected semiconductor companies currently under our formal coverage including Freescale, Infineon, NXP Semiconductors, Qualcomm, STMicroelectronics, and Texas Instruments.

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 ..

A Look at China 3g Status and Implications

Sector Analysis: 05 Oct 2010, 10:11 PM ET - We examine the China 3g build situation and the state of the country's mobile networks. We discuss the capex implications.

China's Changing Tech and Telecom Landscape

Sector Analysis: 03 Mar 2010, 9:30 PM ET - Asia's role has changed significantly in the past 10-20 years and will continue to see dramatic changes going forward, led by China. In this article, we examine some of the key trends and implications going forward

Telecom & Suppliers: Reflecting on CY 1Q09 Results

Sector Analysis: 20 May 2009, 9:28 PM ET - The 1Q09 results showed several distinctive trends among different sectors. In this article, we reflect on the earnings commentaries and the key takeaways.

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