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equity_telecom_global / Equity
- New Street: Japanese mobile Benchmarking Rakuten's mobile entry after 1 year by New Street Research
- New Street: Chorus NZ (Buy, TP: NZ$8.50, +25.7%) Chorus NZ (Buy), FY21 result by New Street Research
- New Street: Cellnex (Reduce): The key debates ahead of the €7bn capital call by New Street Research
- New Street: Prosus/Naspers (Buy): Zomato valuation read-across to Swiggy in India by New Street Research
- New Street: SK Telecom ( Buy): Restructuring high up on the agenda for 2021 by New Street Research
- New Street:Japanese Internet ZOZO Initiation (Buy, pt ¥5,200) by New Street Research
- New Street: Japanese Internet Follow the S-curve, Initiation on ZOZO & Mercari at Buy, Top pick Mercari by New Street Research
- New Street: TIM Brasil (Buy) - 3 Catalysts to re-rate; FY roadshow feedback by New Street Research
- New Street: BT (Buy, 235p, +41%) Quick Take: Drahi increases stake in BT further.....what next? by New Street Research
- New Street: Swisscom - After the dust has settled: Can Swisscom cost cut its way out of trouble? by New Street Research
- The Trade Desk (Neutral, TP remains $57, -13%) 1Q23 Model Update by New Street Research
- New Street: Oi (Neutral, TP: BRL1.8, +12%) Oi 2022-24 Strategic Review - Value transfer to Infra Co, Higher leverage by New Street Research
- New Street: Spanish M&A - Good news/bad news: MAS bids for EKT by New Street Research
- New Street: Televisa - CFO call Feedback / Upside scenario to TV-UNIVISION by New Street Research
- New Street: Tower Bersama (Buy, TP: IDR3,100, +3%) Q1 21: Strong start to the year, stay positive on the space by New Street Research
- New Street: NOS (Neutral, TP: €4.3, +48%) Q2 21: Good, but not good enough to offset overhang - Quick Take by New Street Research
- New Street: Indian wireless 3300-3600MHz can transform the sector by New Street Research
- New Street: Telia (Neutral, TP: SEK37, +1%) Q1 21: A miss vs lowered expectations by New Street Research
- New Street: TEF SM (Buy, TP: EUR5.2, +40%) Telefonica: Provisional La Liga outcome avoids Worst Case outcomes by New Street Research
- New Street: Altice France Q1 21: Fixed SR growth impressive; market repair actions/words from operators by New Street Research
- New Street: Chorus NZ 1H21 result: Acceleration in fibre connectivity, more rapid decline in copper by New Street Research
- Introducing SpectrumHub: Unique insight into the global spectrum market by New Street Research