美国电信服务与通讯基础设施Roz报告：NAREIT显示出了基础设施建设主题

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1、若出现数据缺失，图表错位，可加微信：535600147，凭下载记录截图索取pdf版本NAREITPointstoConstructiveInfrastructureThemesLastweek’ssemiannualNAREITtradeshowprovidedahostofdatapointsforthecommunicationsinfrastructurespace.Ingeneral,ourmeetingswithvariousmanagementteamsacrossthetower,datacenterandfiberarenasupportsourconstruct

2、iveviewontherespectiveendmarkets.U.S.macrositeinvestmentispoisedtoimprove,datacentercapacityrequirementsshownosignofebbing,andfiber’sincreasingroleinfuturenetworkdesignsseemstobedrivingincreaseddemand.Wehighlightsomekeytakeawaysinthisweek’seditionoftheRozReport.AmericanTower:SteadyExecution;G

3、raduallyProgressingonIndiaIssuesOurmeetingswithAmericanToweratthesemiannualNAREITtradeshowunderscoredmanyoftheindustryandcompanylevelthemeswehaveheardacrossthetowerindustry.Specifically,demandtrendsintheU.S.remainhealthy,andaccordingtomanagement,thepotentialriskaroundT-Mobile/Sprintismanageab

4、le,andatacompanylevelthemanagementteamseemstobemakingprogressonwhatitcancontrolinitsIndiaoperations.WemetwithCFOTomBartlettandDirectorofInvestorRelationsIgorKhislavskyattheNAREITtradeshow.Wehighlightsomenotabletakeawaysbelow.BarclaysBankPLCand/oritsaffiliateisprovidinginvestmentbankingservice

5、stoT-MobileUS(NASDAQ:TMUS)inrelationtoitsdefinitivemergeragreementwithSprintCorporation(NYSE:S).Theratings,pricetargetsandestimates(asapplicable)onT-MobileUS(NASDAQ:TMUS)andSprintCorporation(NYSE:S),previouslyissuedbytheFirm’sResearchdepartment,havebeentemporarilysuspendedduetothispotentialtr

6、ansaction.HealthyU.S.DemandTrendsOverall,managementexpressedoptimismtowardsthecurrentdomesticdemandenvironment.Year-to-date,thecompanyhasseenasizeableincreaseinnewbusiness.ManagementnotedthatthedeploymentofFirstNetwillbeamulti-yeardeploymentprocessrampingoverthenext3to4years.Inaddition,thecom

7、panyprovidedclarityonpriorcommentaryregardingapplicationactivitythatemergedduringtheWIAtradeshow(forfurthercolorpleaseseeAmericanTower:DemandStrength,NewOpportunitiesUnderscoreAMT'sViewoftheU.S.Market,dated5/23/18).Specifically,thecompanydoes