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Latest articles in Communication Services

Thai (Bualuang): ICT- Commercialization of usage to unlock 5G revenue potential

In order to convince consumers of the value of the 5G network platform and boost 5G revenue, we believe that service providers must bundle digital services with 5G tariffs and, together with other ecosystem players, accelerate the commercialization o...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 14 June 2021

GDS Holdings Ltd: US : REIT - REITs | REITweek 2021 Takeaways and Highlights - Day 2

CGS-CIMB William A.
William A. Crow @ CGS-CIMB 10 June 2021

Daily Credit Briefing

Top Credit Stories Adler Pelzer (PELHOL) - Investor conference call update BT (BRITEL) - Altice acquires minority stake Evraz (EVRAZ) - Rising star potential at Fitch Fedrigoni (FBRICC) - 1Q21 conference call highlights Kaefer Iso...
UniCredit Sven
Sven Kreitmair @ UniCredit 10 June 2021

Daily Credit Briefing

Top Credit Stories A2A (AEMSPA) - Strategic partnership with Ardian to accelerate strategic objectives in renewables Banco Santander (SANTAN) - Fitch revises outlook from negative to stable KPN (KPN) - EQT reportedly drops pursuit OMV...
UniCredit Sven
Sven Kreitmair @ UniCredit 9 June 2021

Thailand (Bualuang): ICT - Big opportunity in upgraded 5G plans

We foresee big opportunities for Thai mobile operators in upgrading their 4G subscriptions with 5G smartphone to the 5G plans, given that Thai consumers ranked highest in their intension to upgrade to 5G in Ericsson’s recent survey of May 2021. Our T...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 9 June 2021

Netflix Inc: US : Coinbase Global, Inc. - COIN | Initiating at Underperform; Cryptocurrency a Great Unknown, but Fee Compression is Not

CGS-CIMB Patrick
Patrick O'Shaughnessy @ CGS-CIMB 8 June 2021