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- New Street: TV US (Neutral, TP: $12.5, +10%) MEGACPO (Neutral, TP: MXN72, +22%) Mexican Cable - Race to Build, Capex to stay elevated; Q3 outlook by New Street Research
- New Street: European M&A update Private Equity hasn't stopped shoppping by New Street Research
- New Street: Tele2 (Buy): Q3 21 - Sustained good SR trends; B2B back to growth – Quick Take by New Street Research
- New Street: German FTTH deep-dive update Pivot in competition towards B2B market from overbuilders by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +8%) Yandex Q321 Quick Take: Strong performance as revenue guidance upgraded again by New Street Research
- New Street: NTT (Buy, TP: ¥4,250, +32%) The gift that keeps on giving? by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +28%) Q2 FY 21: Very strong, especially on margins by New Street Research
- New Street: LILA (Buy, TP: $17, +30%) Liberty LA - Q3 Quick Take: Underlying EBITDA miss, Mobile in PR volatile, FCF robust by New Street Research
- New Street: Global EM Telcos What does "Better Monetisation" Mean? by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +24%) Q2 21: Overall OK, pressure in mobile but guidance reiterated by New Street Research
- New Street: NOS (Neutral, TP: €4.4, +28%) Q3 21: Good numbers, but now risk of two new entrants - Quick Take by New Street Research
- New Street: Deutsche Telekom (Buy, €23.5, +40%) Dissecting the new FTTH JV - a strong statement of intent by New Street Research
- New Street: 1&1 (Buy, €37, +39%) United Internet (Neutral, €40, +16%) Q3 21 - A further buy-in of the 1&1 minorities by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR140 +8%) Acquiring Vodafone Egypt and fibre assets in SA by New Street Research
- New Street: Safaricom (Neutral, TP: KES37, -5%) H1 22 results strong, but Ethiopian risk looms by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR140 +2%) Q222: Growth remains elusive in near-term by New Street Research
- New Street: Vodafone (Buy, 175p, +48%) Quick thoughts following the call by New Street Research
- New Street: STNE US (Neutral, TP: $50, +57%) StoneCo Q3s - Quick Take: Hubs OK; Credit, Linx and margin concerns linger by New Street Research
- New Street: Telecom Italia (Buy, €0.48, +46%) Was €0.76 Proprietary survey: Serie A not as planned, but still other optionality by New Street Research
- New Street: EM Telcos 50% of EM to be 2-player markets in the future? by New Street Research
- New Street: Chinese Telcos Good quarter, fundamentals are strong, stay Buyers; Q3 21 review by New Street Research
- New Street: Japanese Mobile M&A Cycle Inbound? What if SB Corp buys ZHD minorities, & KDDI is active in Fintech? by New Street Research
- New Street: STNE US (Neutral, TP: $82, +22%) StoneCo: Investor Call feedback; Registry of Receivables in focus by New Street Research
- New Street: MTN (Neutral, TP:ZAR86, -3%) Ghana reports strong set of Q121 results by New Street Research
- New Street: PAGS US (Buy, TP: $77, +48%) PagSeguro - Investor Call Feedback: Subs, Hubs....and M&A??! by New Street Research
- New Street: Telstra (Hold, TP: A$4.00, +3.9%) 2021 AGM: Indicators of long term value, no near term catalysts by New Street Research
- New Street: IHS Towers IPO Our view on the key debates so far; lease rates, Nigeria, multiple vs Helios by New Street Research
- New Street: NTT (Buy, TP: ¥3,750, +21%) Big mid-term guidance upgrade & Implications by New Street Research
- New Street: Indonesian Towers Mitratel: Brief thoughts ahead of the IPO by New Street Research
- New Street: Bharti Airtel (Buy, TP: INR 1,100, +59%) The Big Picture, Buy the Dip by New Street Research
- New Street: Telenet (Buy, €40, +26%) Was Neutral, €39 Upgrade to Buy: Dividend can be maintained through NetCo creation by New Street Research
- New Street: TIMP3 (Buy, TP: BRL22, +80%) TIM Brasil - CEO/CFO/CTIO Call notes by New Street Research
- New Street: Telefonica Deutschland (Reduce, €1.7, -26%) Q3 21: Positive results, but 1&1 still the spectre at the feast by New Street Research
- New Street: Brazilian Wireless consolidation: The Beginning of the Endgame by New Street Research
- New Street: BT (Neutral) Quick thoughts following H1 earnings call by New Street Research
- New Street: TEF SM (Buy, TP: EUR5.0, +30%) Telefonica Q3s - Group beats, Spain EBITDA disappoints by New Street Research
- New Street: Brazilian 5G auction - Few surprises, relief for the stocks by New Street Research
- New Street: NTT Corp (Buy, TP: ¥4,250, +32%) Q2 21 Quick Take: Decent figures (again); good profitabilty by New Street Research
- New Street: Global EM Telcos Revenue growth is already double digit by New Street Research
- New Street: KPN (Buy, TP: €3.5, +33%) Feedback from call with CFO on FTTH roll by New Street Research
- New Street: TIGO (Buy, TP: $48 (from $44), +33%) Telco Nirvanas: Upgrade Millicom to Buy by New Street Research
- New Street: Japanese Telcos Slower quarter but fundamentals remain strong, stay bullish; Q2FY21 review by New Street Research
- New Street: Altice International Q3 21: Investment into ATC UK (holder of BT stake) dominates by New Street Research
- New Street: France Q3 21: Orange has the best sequential delta in y/y B2C SR by New Street Research
- New Street: Indian Mobile Bharti Airtel (Buy): 20-25% price hike, implications for Bharti and the market by New Street Research
- New Street: MELI US (Buy, TP: $2100, +63%) MercadoLibre - Client call: Payments focus given market worries, Q4 outlook for E-Comm by New Street Research
- New Street: PAGS US (Buy, TP: $74, +34%) PagSeguro - Investor Call with CEO: Feedback by New Street Research
- New Street: European Towers Review Still excessive optimism baked into Cellnex valuation Cellnex (Reduce, €37, -35%) Was €35 Inwit (Neutral, €11.6, +19%) Was €10.7 Vantage Towers (Neutral, €32 by New Street Research
- New Street: MTS (Buy): Q420- Positive outlook looks set to support the shares by New Street Research
- New Street: Telecom Italia (Buy, €0.81, +87%) Q1 21 - All on track for further improvement through the year by New Street Research