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- New Street: France Q4 20: Iliad now the fastest growing operator for B2C SR and EBITDA by New Street Research
- New Street: Hutchison: Amber light – Challengers getting back to what challengers do? by New Street Research
- New Street: African telecoms: Airtel Africa transaction highlights the value of mobile money across Africa by New Street Research
- New Street: Telecom Italia (Buy): CEO recent meetings feedback by New Street Research
- New Street: Telefonica (Buy) FY's - Dividend surpasses expectations, strong EBITDA beat by New Street Research
- New Street: MercadoLibre (Buy) - Investor Call: Logistics/Groceries/Shopee - REPLAY AVAILABLE by New Street Research
- New Street: Proximus Q4 20: Back to reality with a bump after strong Q3s - Quick Take by New Street Research
- New Street: Liberty LA (Buy) - Subsea sale explored / Puerto Rico / Buy-back optionality; FY model update by New Street Research
- New Street:Telecom Italia (BUY): Moving Serie A away from satellite could be a game-changer by New Street Research
- New Street: KPN (Buy) signs FTTH JV with APG – fibre roll accelerated to 80% by 2026 by New Street Research
- New Street: Cellnex (Reduce): Rights issue now live - the key topics to consider by New Street Research
- New Street: O2D (Reduce)/ 1&1 Drillisch (Buy): Revisiting the NRA economics - and we still see diverging fortunes by New Street Research
- NSR Policy: Will Labor Shortages and a Supreme Court Property Rights Decision Upend Current Models? by New Street Research
- New Street: MercadoLibre (Buy) - Q1 Look Ahead; higher logistics spend into numbers by New Street Research
- New Street: Q1 21: Good EBITDA beat and special dividend announced - Quick Take by New Street Research
- New Street: European consumer habits post COVID-19 Proprietary survey: Outlook set to improve for fixed and mobile by New Street Research
- New Street: Proximus (Neutral, TP: €20.5, +15% Q1 21: EBITDA beat, guidance re-iterated by New Street Research
- New Street: KPN (Buy, TP: €3.7, +31%) M&A thoughts and NL survey results: suggests revenue inflection achievable by New Street Research
- New Street: KPN (Buy, TP: €3.7, +31%) Q1 21: Good cost control leads to EBITDA beat - Quick Take by New Street Research
- New Street: Televisa - Q1s Take; UNI deal and Spanish Netflix aspirations by New Street Research
- New Street: VEON (Neutral, TP: US$2.6, +40%) Q121 - Momentum steadily improving, but FCF remains under pressure by New Street Research
- New Street: Liberty Global (Buy, $41, +64%) Why it's a good time to revisit the Buy case by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +25%) Q121: Feedback from earnings call and initial conclusions by New Street Research
- New Street: Yandex Q121 Quick Take: Revenue guidance upgrades by New Street Research
- New Street: MTN (Neutral, TP:ZAR86, -3%) Nigeria reports strong Q121 results, despite regulatory challenges by New Street Research
- New Street: Our take on the Ofcom decision: Supportive for BT and Liberty Global - both now and in the longer-term by New Street Research
- New Street: Unpicking European Towers - What growth are you actually getting? by New Street Research
- New Street: MTN: Strong performance out of Nigeria in Q420 by New Street Research
- New Street: Elisa: CMD - medium-term growth targets ahead of expectations, but 5G disclosure a little disappointing by New Street Research
- New Street: Telkom SA (Buy): Continued potential for further re-rating by New Street Research
- New Street: Inwit 4Q20: Tax change incrementally positive, but KPIs underwhelm by New Street Research
- New Street: Vodafone (BUY): Increased confidence in growth outlook following Business CEO meeting by New Street Research
- New Street: Chorus NZ (Buy): Initial fibre RAB proposed at NZ$5.5bn by New Street Research
- New Street: Thai Telcos - takeaways from our recent virtual tour by New Street Research
- New Street: Telstra - Legal restructure moves towards NBN Co-merger-ready entity by New Street Research
- New Street: Chinese Telcos - Good top line improvements and contained FY21 capex; stay Buyers; Q4 20 review by New Street Research
- New Street: PagSeguro (Buy) - TPV drivers to offset lockdown/macro pressures in FY 21 by New Street Research
- New Street: Prosus/Naspers (Buy): Selling another 2% of Tencent for US$14.5bn by New Street Research
- New Street: Chorus NZ 3Q21 Connections: Fibre connections on track for 1m … but why? by New Street Research
- New Street: Q1 21: In-line results, guidance reiterated, positive France comments - Quick Take by New Street Research
- New Street: Telenet (Neutral, €40, +14%) Quick Take: Q1 21 - Supportive ARPU trends should bode well by New Street Research
- New Street: Protelindo (Sarana Menara) (Buy, TP: IDR 1,680, +47%) Q4 20 Results: Decent again by New Street Research
- New Street: NTT (Buy, TP: ¥3,400, +23%) 6 Charts to show why we are still Buyers of NTT by New Street Research
- New Street: Millicom (Neutral, TP: $40, +0%) Millicom Q1s Quick Take: What Happened in March?! by New Street Research
- New Street: Elisa Q1 21: Weaker sequential y/y after strong Q4 20 by New Street Research
- New Street: AMX Q1s Quick Take - Leverage steps down, top line slows a shade by New Street Research
- New Street: Swisscom (Neutral, TP: CHF480, +1%) Q1 21: Another quarter in which EBITDA beats - Quick Take by New Street Research
- New Street: Ethiopian telecoms Attractive, but risky opportunity. Execution is key. Implications for Safaricom, MTN, Vodacom and Vodafone by New Street Research
- New Street: MTN (Neutral, TP:ZAR86, -5%) Q121 results: Strong start to the year by New Street Research
- New Street: Liberty Global (Buy, $41, +53%) Q1 21 - Clearer visibility for return to growth by New Street Research