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equity_telecom_global / Equity
- New Street: Prosus (Buy, TP: EUR119, +40%) Naspers (Buy, TP: ZAR4,935, +63%) FY21: Strong operating performance with accelerating growth by New Street Research
- New Street: China Unicom (Buy, TP: HK$5.2, +25%) Feedback from Small Group Call with IR by New Street Research
- New Street: China Tower (Buy, TP: HK$2.2, +105%) Feedback from Small Group Call with IR by New Street Research
- New Street: BT (Neutral, 225p, +15%) New FTTP prices look positive, but Ofcom will be watching too by New Street Research
- New Street: Indonesian Mobile Slow start to the year but stay positive; Q1 21 review by New Street Research
- New Street: European Recovery Fund - Deep-dive update #2 More visibility leads to higher conviction on OTE and TI by New Street Research
- New Street: EM Telcos: Are leading EM Telcos “bad businesses”? by New Street Research
- New Street: Telenor (Neutral, TP: NOK150, +1%) Q2 21: Better set of trends, guidance lifted - Quick Take by New Street Research
- New Street: Vantage Towers (Neutral, €30, +0%) Q1 results still leave a lot to deliver in the rest of the year by New Street Research
- Telstra (Hold, TP: A$3.75, +0.3%) 850/900MHz spectrum auction may complicate regional market challenges by New Street Research
- New Street: Telecom Italia (Buy, €0.76, +104%) Q2 21 - Challenging in the near-term, but genuine grounds for future optimism by New Street Research
- New Street: Vivo (Buy, TP: BRL58, +40%) Vivo Q2 - EBITDA ahead, Wireless lags peers; (another) CADE update post TIM Brasil call by New Street Research
- New Street: Mercari (Buy, TP: ¥9,000, +64%) Launch of Mercari Shops, potential growth engine by New Street Research
- New Street: Telenet (Neutral, €39, +21%) Q2 21 Quick Take: All on track - but waiting for Fluvius/ Voo overhang to clear by New Street Research
- New Street: MTN (Buy, TP: ZAR130, +25%) Results out of Nigeria and Ghana support our positive thesis by New Street Research
- New Street: TKG SJ (Buy, TP: ZAR56, +30%) Telkom Q122: Decent start to the year as EBITDA momentum continues by New Street Research
- New Street: Indian Mobile Vodafone IDEA situation rapidly heading towards the endgame – further thoughts by New Street Research
- New Street: MELI US (Buy, TP: $1,950, +25%) MercadoLibre Q2s - Strong beat; Logistics and Credit stand out by New Street Research
- New Street: LILAC (Buy, TP: $18, +38%) Liberty LA Q2s - PR and CWC drive EBITDA beat, no real signs of improvement in Chile by New Street Research
- New Street: CK Hutchison Diverging roles in UK and Italy by New Street Research
- New Street: Altice France Q2 21: MSR bounce back, sustained FSR growth - positive read across by New Street Research
- New Street: Reliance Industries looking at TMNL Read across for The Netherlands and Europe as a whole by New Street Research
- New Street: SK Telecom (Buy, TP: KRW400,000, +36%) Q221: Encouraging mobile trends support decent dividend outlook by New Street Research
- New Street: Digi (Neutral, TP: MYR4.4, +2%) Feedback from call with CFO; confidence in Celcom deal proceeding remain high, operational trends positive by New Street Research
- New Street: Japanese Telcos Another good quarter, stay bullish - Q1FY21 review by New Street Research
- New Street: STNE US (Neutral, TP: $82, +19%) StoneCo Initiation - Neutral: New Services Supportive, Core concerns by New Street Research
- New Street: BT (Neutral, 225p, +10%) More optimistic than us at Enterprise briefing by New Street Research
- New Street: Chinese Telcos After 10 years, it is finally time to OWN the Chinese Telcos. Large price target upgrades on all 3 by New Street Research
- New Street: Hellenic Telecom (OTE): Buy, TP: €19.0 (from €18.5), +34% COVID recovery play and attractive fundamentals at a cheap multiple by New Street Research
- New Street: VEON US Equity (Neutral, TP: $2.7, +35%) VEON initiates the sale of Algeria by New Street Research
- New Street: What next for Xavier Niel? Salt IPO/TMNL sale rumours could be good news for Iliad shareholders (minority buy-in or M&A to come?) by New Street Research
- New Street: Safaricom (Neutral, TP: KES37, -8%) Vodacom (Neutral, TP: ZAR140, +7%) Feedback from call: Myanmar experiences and implications for Ethiopia by New Street Research
- New Street: STNE US (Neutral, TP: $82, +46%) PAGS US (Buy, TP: USD77, +50%) StoneCo - Cash raise from Receivables competitor / Valuation update by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +17%) Q221: Feedback from earnings call and initial conclusions by New Street Research
- New Street: KPN (Buy, TP: €3.7, +38%) Report Q2 21: Good beat and new buyback - Quick Take by New Street Research
- New Street: O2D (Reduce, €1.8, -25%) Q2 21 - Strong retail performance, but awaiting 1&1 network plans next week by New Street Research
- New Street: TIM Brasil (Buy, TP: $23, +99%) TIM Brasil Q2s - Solid trends, Fintech to the fore, CADE rumours dominate by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +17%) Yandex Q221 Quick Take: Guidance upgraded once again. Strong performance by New Street Research
- CHTR Model Update: Raising PT To $820 by New Street Research
- New Street: Global EM Telcos "Bond proxies"? Not on the evidence. Going forward expect modest real growth for EM leaders by New Street Research
- New Street: Indonesian Telcos Creating a converged challenger. Thoughts on XL Axiata’s potential merger with LinkNet by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +36%) Q1 - Quick take: Strong again, especially at revenues by New Street Research
- New Street: Hellenic Telecom (OTE): Buy, TP: €19.0, +30% Q2 21: Strong recovery in trends, more to come - Quick Take by New Street Research
- New Street: DLO US (Neutral, TP: $50, +5%) dLocal Initiation - Neutral: Beyond borders by New Street Research
- New Street: Entel (Buy, TP: CLP6,800 (from CLP6,400, +80%) Entel Q2s - Strong results, Target price upgrade; inroads into VTR (LiLAC) by New Street Research
- New Street: NBN Co FY21 (Unlisted) Slower 2H activations and flat ARPU limit revenue uplift by New Street Research
- New Street: TEF (Buy, TP: EUR5.0, +20%) Telefonica - Long Summer in Spanish football by New Street Research
- New Street: Indian Mobile Could a government relief package save Vodafone IDEA? by New Street Research
- New Street: Rakuten (Reduce, TP: ¥880, -29%) Mobile pressure mounting at the parent by New Street Research
- New Street: MBT US (Buy, TP: $10.1, +16%) Q221: Strong results drives revenue guidance upgrades by New Street Research