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Terence Tsui

Terence Tsui

Research Analyst at Morgan Stanley

London, GB

Terence Tsui is an Equity Analyst at Morgan Stanley & Co. International Plc, specializing in telecommunications and technology companies across Europe. He covers firms such as Telefonaktiebolaget LM Ericsson, Telenor ASA, SES S.A., and Eutelsat, regularly participating in earnings calls with company management and providing sector insights. Tsui has held his analyst role at Morgan Stanley since August 2007, following prior career experience in finance, and has established a reputation for his depth of sector expertise, though specific metrics of performance and industry ranking are not publicly disclosed. He is believed to hold appropriate professional credentials and regulatory registrations to perform as a senior equity analyst in the UK and Europe.

Terence Tsui's questions to ERICSSON LM TELEPHONE (ERIC) leadership

Question · Q3 2024

Terence Tsui from Morgan Stanley asked about the outlook for the Indian market in 2025, considering new contracts, and inquired about the evolution of gross margins in that region.

Answer

CEO Börje Ekholm deferred specific 2025 guidance to the next quarter's call. He expressed long-term optimism for the Indian market due to rapid digitalization. While declining to comment on regional margins, he noted that global product harmonization has made Ericsson's overall gross margin more resilient and less sensitive to geographic mix than in the past.

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