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equity_telecom_global / Equity
- New Street: Japanese Mobile – Rumoured price cuts suggest market fears are overblown by New Street Research
- New Street: China Tower (Buy) - Q3 20: Good overall; earnings expectations likely to start to inflect by New Street Research
- New Street: Tele2 (Buy) Q3 20: Further thoughts on the Q3 controversies (Huawei, network sharing, 2021 guidance) by New Street Research
- New Street: Telia Q3 20: Good EBITDA beat and guidance raise – Quick Take by New Street Research
- New Street: Telenor Q3 20: Impressive cost control leads to EBITDA beat and raise by New Street Research
- New Street: OBEL Q3 20: Retail revenue acceleration, good EBITDA beat – Quick Take by New Street Research
- New Street: Airtel Africa Q221: Results highlight the strong rebound in African telco growth by New Street Research
- New Street: Tower Bersama - Q3 20: Good, pts up, stay Buyers by New Street Research
- New Street: KPN (Buy) Q3 20: EBITDAal beat and raise - Quick Take by New Street Research
- New Street: MTN (Buy): Strong Q320 performance in Nigeria as growth rebounds by New Street Research
- New Street: Quick Hit: DOCOMO Q2 FY20: Very strong again by New Street Research
- New Street: Telefonica Q3s - Quick Take: Small beat; Leverage creeping up; German Infra raises questions by New Street Research
- New Street: VEON Q320: Some rebound, but Russia remains a problem by New Street Research
- New Street: BT (Buy): Price target upgrade - Well, at least we were impressed by New Street Research
- New Street: Prosus / Naspers (Buy) - Material buyback to further support shares by New Street Research
- New Street: Millicom Q3s - Recovery but tough outlook still by New Street Research
- New Street: Japanese Mobile: Announced price cuts to have very little impact by New Street Research
- New Street: Entel (Reduce) Q3s - Better momentum; read for LiLAC, TEF and AMX by New Street Research
- New Street: Softbank Corp Q2: Strong, inflecting revenue, rising margins by New Street Research
- New Street: Cellnex: Are they really buying Hutchison's tower assets for 30x EBITDA? by New Street Research
- New Street: MercadoLibre (Buy) Q3s - Quick Take: Strong beat; Credit getting more focus by New Street Research
- New Street: Japanese Telcos – ¥550bn buybacks in aggregate for FY20; higher than expected by New Street Research
- New Street: Deep-dive report: German overbuilders and the FTTP outlook by New Street Research
- New Street: Telecom Italia (Buy) Q3 20 Quick Take: Fixed improving - and more to come from voucher scheme and ERF by New Street Research
- New Street: Indian Mobile: The 4G migration effect on ARPU suggests Bharti forecasts are too low by New Street Research