Report Category Directory
- Sarana Menara Nusantara (Buy, IDR 780, +18%) Q2 25 Quick Take: YTD performance tracks guidance but non-Tower momentum slower by New Street Research
- Sarana Menara Nusantara (Buy, IDR 1,500, +165%) Q1 25 Quick Take: Slower trends but margin seeing signs of stabilisation by New Street Research
- Sarana Menara Nusantara (Buy, IDR 1,500, +156%) Q4 24 Quick Take: Support from adjacent businesses; earnings inflected on lower D&A by New Street Research
- Reliance Industries (Buy, INR 3,270, +4.9%) Q1 FY25 Quick Take: Steady consumer trend but bottom line fell on weaker O2C and higher depreciation; FWA disclosure is encouraging by New Street Research
- Reliance Industries (Buy, TP: INR 3,270, +11%) Q4 24 Quick Take: Topline accelerated again led by inflection in O2C; balance sheet further strengthened as capex moderates by New Street Research
- Mitratel (Buy, TP: IDR1,135, +94%) Q1 24: Solid quarter by New Street Research
- Protelindo (Buy, TP: IDR 1,900, +123%) Q4 23 Quick Take: Slight miss; non-Towers continue to provide decent support by New Street Research
- Asia Telco Tour Feedback, Improving growth, ROCE and shareholder remuneration by New Street Research
- NTT (Buy, TP: ¥240, +34%) Q3 FY23 Quick Take: Trends improving, but the market was expecting more. Q4 guided to be strong. by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +86%) Q4 23 Quick Take: Beat on EBITDA despite slower topline; Shareholder remuneration in-line with previous expectations; market hoping for more? by New Street Research
- ADYEN (Buy, TP: EUR1,700, +45%) Buying opportunity on the pullback / Q1 model update by New Street Research
- DLO US (Buy, TP: $24, +33%) dLocal Q4s Quick Take: Argentina drives Q4 miss, and probably isn't helping the 2024 guide by New Street Research
- MELI US (Buy, TP: $1,850, +2%) Argentina pull forward drives GMV/revs beat; elevated costs hit EBIT by New Street Research
- AMX (Buy, TP: $24, +30%) America Movil - Capex driving FCF inflection; FY model update by New Street Research
- A Different Perspective podcast with Benedict Evans, AI’s Evolution: Hype, Real-World Impact and Moral Panic by Zeus Capital
- A Different Perspective podcast with Lionel Barber, Journalist and Author by Zeus Capital
- A Different Perspective podcast with Hugh Hendry, The Acid Capitalist by Zeus Capital
- A Different Perspective podcast with Marty Connaghan, Senior Investment Director at abrdn and Co Portfolio Manager of Murray International Trust PLC by Zeus Capital
- A Different Perspective podcast with Alison Kosik, American journalist and author by Zeus Capital
- A Different Perspective podcast with Nadine Buckland, CEO of Zenzic Capital by Zeus Capital
- A Different Perspective podcast with Frank J Buchholz, author of The Investor's Golden Playbook: 12 Rules for Achieving Real Wealth. by Zeus Capital
- A Different Perspective podcast with Iain Baillie, Founder and Director of Asset Match by Zeus Capital
- A Different Perspective podcast with Chris Gillespie, CEO of H&T Group plc by Zeus Capital
- A Different Perspective podcast with Judith MacKenzie, Partner and Head of Downing Fund Managers by Zeus Capital