Report Category Directory
- 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
- Softbank Corp (Buy, TP: ¥2,500, +29%) Q3 23 Quick Take: Guidance upgraded across the board; Mobile enters positive territory 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 Judith MacKenzie, Partner and Head of Downing Fund Managers by Zeus Capital
- A Different Perspective with Parmy Olson, author of Supremacy: AI, ChatGPT, and the Race that Will Change the World by Zeus Capital
- A Different Perspective with Duncan Garrood, CEO of Empiric Student Property by Zeus Capital
- A Different Perspective podcast: Andrew Jones, Chief Executive of LondonMetric Property by Zeus Capital
- A Different Perspective podcast: Steve Ruffley, The Pro Retail Trader by Zeus Capital
- A Different Perspective podcast: Dr Daniel Daniel, The Crypto Investing Program by Zeus Capital
- A Different Perspective podcast: Robbie Burns, The Naked Trader by Zeus Capital
- A Different Perspective podcast: Ed Fideo, CEO of The London Interdisciplinary School by Zeus Capital
- A Different Perspective podcast: Peter Curk - CEO of ICONOMI by Zeus Capital
- A Different Perspective podcast: Christian Purcell, Co-Founder of DropPoint by Zeus Capital