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equity_telecom_global / Equity
- New Street: Chinese Telcos: CBN - 4th player economics suggest potential for deep disruption, China Mobile to Reduce by New Street Research
- New Street: Televisa - Small Steps in Cable Mobile; Earnings uncertainty still high by New Street Research
- New Street: AMX Q2s - Quick Take: Covid pressures revealed; Tower sales on the cards by New Street Research
- New Street: Tele2 (Buy): Reversing the Q1 pessimism by New Street Research
- New Street: Prosus / Naspers (Buy) - Low likelihood of an eBay Classifieds deal by New Street Research
- New Street: Brazilian Consolidation - AMX joins the Party by New Street Research
- New Street: China Mobile: 5G drives cost inflation & margin pressure, Reduce, pt to HK$ 45 by New Street Research
- New Street: MEGA Q2: Covid hit greater than at TV; Cable mobile momentum starts by New Street Research
- New Street: Cellnex announces €4bn capital increase – but additional equity issuance could still be needed by New Street Research
- New Street: Vodafone (Buy): Respectable start to the year and greater tower visibility by New Street Research
- New Street: KPN Q2 20 - Solid quarter, guidance confirmed - Quick Take by New Street Research
- New Street: Orange (Buy) Q2 20: Good cash generation, guidance reiterated, strong dividend hint - Quick Take by New Street Research
- New Street: Vodafone (Buy): Deep dive unpicking Vantage Towers by New Street Research
- New Street: MTN (Buy): MTN Nigeria Q220 trends under pressure, as expected by New Street Research
- New Street: Proximus (Neutral) Q2 20: A typical telco COVID quarter (revenue miss, opex and capex control good), and more (value destructive?) FTTH - Quick Take by New Street Research
- New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in Switzerland; improving trends elsewhere by New Street Research
- New Street: HKT: H120 - Capex delays to defend dividend by New Street Research
- NMTN (Buy): MTN Nigeria reports strong results by New Street Research
- New Street: VEON (Downgrade to Neutral): Weak Q220 results, and now no dividend support by New Street Research
- New Street: Australian and New Zealand telcos: FY20 reporting season … commences 11 August with NBN Co by New Street Research
- New Street; NTT Corp. (Buy) - Q1 20: Despite Covid-19 ahead of expectations, guidance in line by New Street Research
- New Street: Liberty Global (BUY): Accretive Sunrise deal announced - price target up to $35 by New Street Research
- New Street: SingTel: Q121 - Weak numbers driven by significant Covid impact by New Street Research
- New Street: Korean 5G continues to support underlying operating and financial trends by New Street Research
- New Street: Spark NZ (Neutral): FY20 result … reliable performance in the face of many challenges by New Street Research