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equity_telecom_global / Equity
- New Street: DLO US (Neutral, TP: $60, -10%) dLocal - CEO/COO Investor Call feedback by New Street Research
- New Street: VEON (Neutral, TP: US$2.60, +24%) Q221: Strong recovery in trends continue by New Street Research
- New Street: STNE US (Neutral, TP: $82, +64%) StoneCo Q2 Quick Take: Credit dominates, Outlook still unclear by New Street Research
- New Street: Bharti Airtel (Buy, TP: 1,000, +67%) Capital raise announced, suggests all-in for 5G by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +12%) Buying out UBER at decent valuation levels by New Street Research
- New Street: Deutsche Telekom (Buy, €23, +29%) Is Softbank now more bullish on DT than TMUS? by New Street Research
- New Street: PAGS US (Buy, TP: $77, +33%) STNE US (Neutral, TP: $82, +82%) Brazilian Tax Reform II Digging a little deeper on PAGS/STNE by New Street Research
- New Street: China Mobile (Buy, TP: HK$90, +85%) Feedback from small group call with IR by New Street Research
- New Street: 20/ 20 vision: Why we continue to like the European telecoms sector by New Street Research
- New Street: Liberty LA (Buy, TP: $17, +30%) Liberty LA: In-market consolidation, M&A track record building by New Street Research
- New Street: Chinese Telcos Enterprise revenues to double in 6 years by New Street Research
- New Street: China Unicom (Buy, TP: HK$5.2, +28%) IR Small Group Call by New Street Research
- New Street: Indian Telcos Bharti’s Enterprise revenues to match current consumer business by 2030? by New Street Research
- New Street: Tower Bersama (Buy, TP: IDR3,900, +28%) Feedback from small group call with IR by New Street Research
- New Street: Liberty Global (Buy, $41, +46%) Was $40 Poland deal finalised - target up to $41 by New Street Research
- New Street: Indian Mobile Busy times for the sector, stay Bullish on Bharti and cautious on VIL; Q1FY22 review by New Street Research
- New Street: Thai Telcos Are we heading towards a 2 player market? by New Street Research
- New Street: SingTel (Buy, TP: S$4.10 from S$3.70, +65%) A valuation that can't be ignored by New Street Research
- New Street: Emerging Market Telcos Modelling the Enterprise S-Curve by New Street Research
- New Street: DTAC (Reduce, TP: THB26, -38%) Feedback from small group call with CFO and IR by New Street Research
- New Street: Liberty LA (Buy, TP: $17, +30%) AMX (Neutral, TP: $18.5, +5%) Liberty LA - more deal-making, more value creation Merger in Chile with AMX by New Street Research
- New Street: AIS (Buy, TP: THB225, +15%) Feedback from small group call with IR by New Street Research
- New Street: STNE US (Neutral, TP: $50, +43%) StoneCo - Meeting Notes: Call with VP Finance/DCM & Treasury by New Street Research
- New Street: AMX (Neutral, TP: $18.5, +5%) AMX Investor Day Feedback - New Guidance, Cash Return Focus by New Street Research
- New Street: Liberty Global (Buy, TP:$41, +37%) Remain bullish – what’s coming up in the next month by New Street Research
- New Street: Bharti Airtel (Buy, TP: 1,000, +67%) Capital raise suggests all-in for 5G by New Street Research
- New Street: Altice International Q2 21: Strong at revenue and EBITDA - Quick Take by New Street Research
- New Street: Bharti Airtel (Buy, TP: 1,000, +51%) Deal with Google could imply INR 800 - 1,000/share by New Street Research
- New Street: European cable technology deep-dive Stage set for competing options, but HFC has plenty of runway vs. FTTH by New Street Research
- New Street: SingTel (Buy, TP: S$3.7, +54%) Bharti capital raise. Implications and strategies for value unlock by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +23%) Feedback from small group call with IR by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +33%) Feedback from small group call with IR by New Street Research
- New Street: China Telecom (Buy, TP: HK$6.2, +129%) Feedback from small group call with IR by New Street Research
- New Street: Spark NZ (Neutral) Funding the Digital Economy by New Street Research
- New Street: Telstra (Hold, TP: A$3.75, -5.1%) T25 Strategy: Telstra unchained? Not yet by New Street Research
- New Street: Indian Mobile Relief package announced, probably not enough to save VIL by New Street Research
- New Street: Emerging Market Telcos Modelling the Enterprise S-Curve by New Street Research
- New Street: Malaysian Telcos After 10 years we turn bullish as Enterprise drives inflection in growth by New Street Research
- New Street: Protelindo (Buy, TP: IDR1,900, +44%) Feedback from small group call with IR by New Street Research
- New Street: Telekom Indonesia (Buy, TP: IDR4,500, +25%) Feedback from small group call with IR by New Street Research
- New Street: XL Axiata (Buy, TP: IDR5,000, +68%) Feedback from small group call with IR by New Street Research
- New Street: Indonesian Telcos Enterprise drives upgrades, Telekom Indonesia new GEM Telco top pick by New Street Research
- New Street: Chinese telecoms Strong quarter, driven by Enterprise, stay Buyers, Q2 21 review by New Street Research
- New Street: PAGS US (Buy, TP: $75, +30%) STNE US (Neutral, TP: $50, +24%) Brazilian Payments: StoneCo TP cut/Credit remodelled; Sticking with PagSeguro by New Street Research
- New Street: Malaysian mobile Continued improvements and Enterprise opportunity; Q2 21 review by New Street Research
- New Street: Telenet (Neutral, €39, +20%) Getting closer to a partial FTTH upgrade by New Street Research
- New Street: SingTel (Buy, TP: S$4.10, +65%) Australia tower disposal above expectation. Reiterate Buy by New Street Research
- New Street: Singtel Optus Pty Limited Optus Tower Sale consolidation opportunity drives 38x pricing by New Street Research
- New Street: IHS Towers How do EM towers compare globally? by New Street Research
- New Street: EM Towers IHS Towers IPO - How do EM towers' KPIs compare over time by New Street Research