Report Category Directory
- Mexican Cable/FTTH: Q3 outlook – Avoid the direct plays, but AMX looks compelling by New Street Research
- MEGA (Buy, TP: MXN65, +37%) TV (Neutral, TP: $7.0, +43%) AMX (Neutral, $21, +0%) Mexican Cable/FTTH - Total Play woes provide for (a little) breathing space by New Street Research
- New Street: MELI US (Buy, TP: $2,100, +35%) MercadoLibre Q3s Quick Take: Credit/Fintech Onward and Upward by New Street Research
- New Street: PAGS US (Buy, TP: $66, +78%) PagSeguro - Pre-paid Interchange Risk Compounds CDI Pressure by New Street Research
- New Street: Millicom (Neutral, TP: $44, +10%) Millicom Q2s - Capex hiked, modest buy-back partly softens the blow by New Street Research
- New Street: TEF (Buy, TP: EUR5.0, +28%) Telefonica Q2s: Quick Take: Guidance uplift, UK FTTH overlay raises risks by New Street Research
- New Street: TV US (Neutral, TP: $12.5, -10%) Televisa Q2 outlook: Solid Ad, slowing Cable by New Street Research
- New Street: MELI US (Buy, TP: $1,900, +37%) MercadoLibre - Investor Call with Strategy/IR; focus on Wallet and Credit book by New Street Research
- New Street: TELCOS INTO FINTECH - Meeting notes with TIM Brasil (Buy) Head of Financial Services by New Street Research
- New Street: Millicom (Buy) Q4s - Buy-back positive, Guidance dropped (less positive), Colombian spectrum dispute to rumble by New Street Research
- New META Advantage+ product, DSA compliance begins, TikTok search ads, more META AI for audio/translation, and GOOGL responds to latest YouTube report by New Street Research
- New Street: Orange (Buy, TP: €14.0, +45%) Q2 21: In-line results; new positive 2023 EBITDA guide - Quick Take by New Street Research
- New Street: Iliad (Buy, TP: €220, +67%) Look through the 2021 capex noise. Now is a good time to Buy by New Street Research
- New Street: Speculation mounting on near-term restructuring by New Street Research
- New Street: SingTel: H121 - Some recovery, but headwinds remain by New Street Research
- New Street: SK Telecom (Buy) Q320: Trends remain supportive of positive view by New Street Research
- New Street: Korean telecoms: 2021 spectrum renewal unlikely to be a significant risk by New Street Research
- New Street: Altice (Buy) Q1 20: New €1bn FCF guidance for medium-term by New Street Research
- New Street: MTN (Buy): Q120: Decent trends, deferring capex spend by New Street Research
- New Street: KPN (Buy) Q1 20: Good EBITDA acceleration, guidance maintained by New Street Research
- Elisa (Neutral, TP: €56, +17%) Q2 23: In-line vs consensus, but B2B EBITDA negative y/y by New Street Research
- CELLNEX: First deal in over 2 years - our take by New Street Research
- Telenor (Buy, TP: NOK150, +13%) Q1 23: 7% group EBITDA growth ex energy and legacy drags by New Street Research
- WLN (Buy, TP: EUR55, +48%) Worldline Q1 / Credit Agricole deal - European consolidation is coming by New Street Research
- New Street: European Telecom High Yield Initiation: The sector is in a good place by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR140 (from ZAR117), +6%) Decent outlook, but not enough to drive a re-rating by New Street Research
- New Street: Vodafone (BUY): Negative sentiment gone too far by New Street Research
- New Street: BT (Buy, 235p, +24%) Altice on the register! What comes next? by New Street Research
- New Street: Orange (Buy, TP: €15.0, +50%) Could benefit by 24% from M&A in Spain, France & the Towers space by New Street Research
- New Street: European telecoms consolidation Is the holy grail within reach? by New Street Research