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30 Aug 2022 Issuer In-Depth Alphabet Inc., Apple Inc.: Peer comparison: Regulatory risk, diversification the key differences for tech giants and their ratings Alphabet Inc.
Apple Inc.
21 Jul 2022 Sector In-Depth Nonfinancial Corporates – US: Cash pile declines 7% to $2.0 trillion as capex, other spending, hit record highs
07 Dec 2021 Outlook Broadband - US: 2022 outlook is stable with strong earnings offsetting more capex (slides)
09 Sep 2021 Sector In-Depth Cinema Exhibitors – North America: Delayed releases highlight industry's difficult recovery, but Labor Day box office offers optimism for Q4
09 Sep 2021 Sector In-Depth Broadband – US: Government subsidies to allow cable companies to bridge digital divide profitably
08 Sep 2021 Sector Comment Cable Industry - US: Key cable industry ratio, Video Replacement Rate, falls to 2.2x in Q2 2021, last quarter spot rate at 1.9x
08 Jun 2021 Sector In-Depth Nonfinancial Corporates – US: Cash pile increases 32.3% to $2.15 trillion; Tech still dominant over other sectors
19 May 2021 Sector In-Depth Advertising – US and Europe: Big Four weather coronavirus and are poised for recovery, with leverage set to fall
22 Mar 2021 Sector Comment Media & Entertainment – North America: Widespread vaccination offers recovery paths for media and entertainment sectors
14 Nov 2019 Outlook Global Macro Outlook 2020-21: Global growth will remain sluggish as large engines of economic activity slow
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