Back to the main directory
equity_telecom_global / Equity
- New Street: Telenor (Neutral, TP: NOK165, +11%) Q1 21: Soft set of numbers, guidance unchanged - Quick Take by New Street Research
- New Street: Cellnex (Reduce, €35, -26%) Q1 21 - Quick-Take: In-line - watch for minority buyouts; improved tenancy growth by New Street Research
- New Street: Japanese Internet Mercari Initiation (Buy, pt ¥9,000): Domestic strength, international upside by New Street Research
- New Street: Softbank Corp (Buy, TP: ¥1,975, +38%) Q4 20: Strong Q4; 2021 guidance ahead at revenues, and in line on profit by New Street Research
- New Street: Prosus (Buy, TP: EUR119, +37%) Naspers (Buy, TP: ZAR4,935, +51%) Significant transaction to further reduce NAV discount by New Street Research
- New Street: NTT (Buy, TP: ¥3,750, +32%) Re-rating to historic multiples implies 20-40% shareholder return, pt to ¥3,750, Buy by New Street Research
- New Street: Deutsche Telekom (Buy, TP:€23, +40%) Q1 21 Quick Take: Powering along on both sides of the Atlantic by New Street Research
- New Street: Telefonica (Buy, TP: EUR5.2, +30%) Telefonica Q1s Quick Take - EBITDA beat; Guidance lift could come at Q2s by New Street Research
- New Street: BT (Buy, 235p, +45%) Was 225p Time to reload for the next leg of upside by New Street Research
- New Street: Millicom (Neutral, TP: $45, +0%; from $40)) Millicom - CFO feedback / Buy back into estimates / target lift to $45 by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +25%) New CFO and encouraging e-commerce data by New Street Research
- New Street: Iliad (Buy, TP: €220, +60%) Q1 21: Tower stake sale to fund 5G capex acceleration - Quick Take by New Street Research
- New Street: Liberty LA (LILA, TP: $18, +28%) Liberty LA - CFO Fireside chat; focus on Subsea and Buy Back by New Street Research
- New Street: Altice International Q1 21: Solid at revenue, weak at EBITDA - Quick Take by New Street Research
- New Street: Deutsche Telekom (Buy, €23, +35%) An evolving and bullish relationship ahead with TMUS by New Street Research
- New Street: Orange (Buy, TP: €14.5, +38%) Africa FinTech - A golden egg from the golden goose: +11%-21% SOP support by New Street Research
- New Street: SK Telecom (Buy, TP: KRW400,000, +27%) Analysing the investment case post restructuring by New Street Research
- New Street: Hutchison UK CFO meeting feedback Positioning the business for growth and potential consolidation by New Street Research
- New Street: Axiata (Buy, TP: MYR4.7,+28%) Investor Call with Head of IR; confidence in Digi deal proceeding remain high by New Street Research
- New Street: MTN (Buy, TP: ZAR130, +27%) Feedback from Capital Markets day: Quick take by New Street Research
- New Street: Malaysian mobile Good start to the year, inflection continued but MCOs are back; Q1 review by New Street Research
- New Street: Thai telcos A better quarter, especially for AIS; Q1 21 review by New Street Research
- New Street: SK Telecom (Buy, TP: KRW400,000, +21%) Management clarifies strategic direction post spin by New Street Research
- New Street: NTT (Buy, TP: ¥3,750, +29%) Feedback from small group call with IR by New Street Research
- New Street: BT (Neutral - from Buy, 225p, +12%) Was 235p Up with events and increased Openreach threats by New Street Research
- New Street: MELI US (Buy, TP: $1,900, +22%) MercadoLibre Q1s Quick Take - Big revenue AND profitability beat by New Street Research
- New Street: Chinese telecoms Good top line improvements (again); stay Buyers; Q1 21 review by New Street Research
- New Street: 1&1 Drillisch (Buy, €36, +48%) United Internet (Neutral, €39, +9%) Quick Take: Q1 21 - All on track. Prelude to network build details by New Street Research
- New Street: MTN (Upgrade to Buy, TP:ZAR130, +35%) Obstacles to further re-rating fading away by New Street Research
- New Street: Liberty Global (Buy, $41, +46%) Quick Take - Feedback from CFO analyst meeting by New Street Research
- New Street: Telefonica Deutschland (Reduce, €2.0, -19%) Q1 21 Quick Take: Decent start to the year, but awaiting the Drillisch network details by New Street Research
- New Street: PicPay # Pre-IPO # PicPay - Opening the Wallet: A First Look inside by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR117, -7%) Q421 results: Strong top-line acceleration by New Street Research
- New Street: Indian mobile Bharti's valuation gap to Jio suggests significant upside by New Street Research
- New Street: Vodafone (Buy, 175p, +36%) Was 185p Higher investment for higher growth by New Street Research
- New Street: Deutsche Telekom (Buy, €23, +37%) CMD targets supportive for shareholder returns and more optionality on US buyout by New Street Research
- New Street: Iliad (Buy) Investing to reposition and for growth – stake sale catalyst by New Street Research
- New Street: Safaricom wins Ethiopian license - at a price. MTN misses out by New Street Research
- New Street: Telkom SA (Buy, TP: ZAR56, +27%) FY21: Decent trends, encouraging outlook by New Street Research
- New Street: SingTel (Buy, TP: S$3.7, +50%) Conserving the cash; attempting to re-ignite growth by New Street Research
- New Street: Brazilian Telecoms Fibre deals in focus; Top pick TIM by New Street Research
- New Street: Japanese Telcos How much might NTT's mid-term guidance increase? Buy by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +40%) Feedback from small group call with CEO/CFO by New Street Research
- New Street: Protelindo (Sarana Menara) (Buy, TP: IDR1,650, 37%) by New Street Research
- New Street: PAGS US (Buy, TP: US$70, +37%) PagSeguro Q1s Quick Take: Strong Acquiring Trends; Pagbank more mixed by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +39%) Feedback from small group call with IR by New Street Research
- New Street: Asian Tower Trends Very good in Indonesia, decent in China, mixed in India; CY 1Q21 review by New Street Research
- New Street: Rakuten (Reduce, TP: ¥880, -32%) Feedback from small group call with IR by New Street Research
- New Street: Indonesian Towers Despite shares already doubling fundamentals suggest there is a lot more to come by New Street Research
- New Street: China Telecom (Buy, TP: HK$3.0, +17%) Feedback from Small Group Call with IR by New Street Research