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equity_telecom_global / Equity
- New Street: Japanese Mobile: DOCOMO’s 5G price c. 10% above 4G by New Street Research
- New Street: Altice (Buy): 18% EFCF yield, but no liquidity issues by New Street Research
- New Street: Bharti Airtel: Covid-19 stress test; risks manageable, Buy pt INR 810 by New Street Research
- New Street: Indian Mobile: Thoughts on potential Facebook investment in Jio by New Street Research
- New Street: Japanese Mobile – 5G pricing implies ARPU upside by New Street Research
- New Street: Indian Mobile: Early evidence is that initial Covid-19 impact is revenue positive by New Street Research
- New Street: EU TELECOMS STRESS TEST: Better placed than the wider market - just a 4% EFCF cut by New Street Research
- New Street: Chinese telcos – Top-line improving but not yet EBITDA, CM outperforms, Upgrade CT; Q4 19 review by New Street Research
- New Street: 5G uptake in Korea remains strong - preference for SK Telecom (Buy) by New Street Research
- New Street: W. Europe Fixed Tariff Tracker March 2020: Fixed pricing stable despite the turmoil by New Street Research
- New Street: LatAm TMT - Portfolio switch for Covid-19 Times: TIGO/Oi to Neutral; VIVO to Buy, Entel to Reduce by New Street Research
- New Street: VODAFONE (Buy): Still looking very compelling at 115p by New Street Research
- New Street: Australian and New Zealand telcos: Crunching the curve … the outlook for 1H21 by New Street Research
- New Street: EU TELECOMS: Leverage - not as important as you might think (including for dividends) by New Street Research
- New Street: Orange (Buy): 2020 dividend cut, 2021 back up? by New Street Research
- New Street: Mexico TMT Q1 Outlook: Hard Currency Debt Hurts; MEGA up to Neutral (from Reduce) by New Street Research
- New Street: Tele2 (Buy) Q1 20: Divi and covid exposure surprise – but 2020 CF could be unchanged by New Street Research
- New Street: Indian Mobile: Implications of Facebook deal with Jio for Bharti by New Street Research
- New Street: HKBN: Encouraging dividend outlook by New Street Research
- New Street: Orange Belgium Q1 20: Odd dividend decision, results OK by New Street Research
- New Street: Megacable Q1 Quick Take: Strong Quarter, Covid appears Supportive by New Street Research
- New Street: Learnings for global telco investors from Q1 results in China by New Street Research
- New Street: Chinese Telcos: Trends decelerating, low Covid-19 impact but higher costs; Q1 20 review by New Street Research
- New Street: Televisa Q1s: Earnings call feedback, new estimates, peso/leverage stress test by New Street Research
- New Street: AMX Q1s Quick Take: Strong top line, Smart timing on FX hedging efforts by New Street Research
- New Street: China Mobile: Upgrade from Reduce to Buy, price target HK $ 56, +16% by New Street Research
- New Street: Altice (Buy) Q4 19: Improving revenue growth in all of the main markets by New Street Research
- New Street: Telefonica (Buy) Group CTIO - Feedback from NSR-hosted Copper Switch off Call by New Street Research
- New Street: United Internet/ Drillisch (BUY) Q4 19: Exposure to German consumer resilience at just 7x FCF by New Street Research
- New Street: Oi (Buy) Q4s - And Mobile Market Summary for Q4 (Strong Again) by New Street Research
- New Street: DT: UPGRADE TO BUY - Cheap stub, good markets and a strong underlying balance sheet by New Street Research
- New Street: Proximus CMD: FTTH acceleration and divi cut. Calls with OBEL and TNET CFOs by New Street Research
- New Street: Korean telecoms: Why SK Telecom (Buy) is our preferred stock by New Street Research
- New Street: Belgium Telcos: FTTH analysis and CFO call feedback by New Street Research
- New Street: W. Europe Mobile Tariff Tracker March 2020: Frontbook pricing resilient despite COVID-19 impact by New Street Research
- New Street: Chinese Telcos: Feedback from calls with all the MNOs and China Tower; stay cautious on telcos by New Street Research
- New Street: Russian telcos: A look at past crises and what to expect this time - MTS (Buy) our preferred by New Street Research
- New Street: Taiwan telcos: How Covid-19 has impacted March results (upgrade FET and TWM to Neutral) by New Street Research
- New Street: Bharti Airtel: The big picture and why we are so bullish, pt increased to INR 840 by New Street Research
- New Street: Bharti Infratel: Cheapest Global Towerco, risks priced in, upgrade to Buy, pt to INR 280 by New Street Research
- New Street: Chorus: COVID-19 lockdown trends point to acceleration in value-in-use by New Street Research
- New Street: China Tower: Covid Resilience, pt to HK $ 2.5, Buy by New Street Research
- New Street: Telia Q1 20: Media led weakness; covid impact managed at OCF level by New Street Research
- New Street: INWIT: Move to Neutral - Towering performance YTD by New Street Research
- New Street: Elisa Q1 20: Crisis, what crisis? by New Street Research
- New Street: Telefonica (Buy) - Tough Q1 previewed; Dividend inevitably in focus by New Street Research
- New Street: Lessons from the early European reporters and Tele2 NDR: CF impacts from COVID manageable by New Street Research
- New Street: Telenor Q1 20: Strong results, COVID manageable at OpFCF level by New Street Research
- New Street: Asian Telcos: Takeaways from early Q1 results re Covid-19 risk by New Street Research
- New Street: Liberty Global: Telenet getting things off to a good Q1 start by New Street Research