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equity_telecom_global / Equity
- New Street: OTE (Buy) Q3 20: Underlying improvements, 11.2% yield – Quick Take by New Street Research
- New Street: Cellnex: Are they really buying Hutchison's tower assets for 30x EBITDA? by New Street Research
- New Street: Chinese Telcos: US investment banned by Executive Order by New Street Research
- New Street: VANTAGE Towers CMD: Our take and preliminary model - Guidance could prove conservative by New Street Research
- New Street: Japanese Telcos: Benchmarking Rakuten launch; slowing further by New Street Research
- New Street: Prosus / Naspers (Buy) - H121: strong performance as Food delivers by New Street Research
- New Street: KPN (Buy) CMD: Further thoughts – Value case even clearer by New Street Research
- New Street: HKBN (Buy): AFF analysis shows encouraging dividend outlook by New Street Research
- New Street: Indian Mobile - Better Q for incumbents, especially for Bharti; Q2FY21 review by New Street Research
- New Street: Z Holdings (4689 JP) Initiation: Mining the Richest Seams, Buy, pt ¥940 by New Street Research
- New Street: SB KK: Implications of ZHD Initiation on SB KK, Buy, pt ¥1,975 by New Street Research
- New Street: Chinese Telcos: Feedback from Virtual Tour, Margin pressure to persist in 2021/22 by New Street Research
- New Street: Orange (Buy) Tax windfall: 2% special dividend and OBEL minority bid by New Street Research
- New Street: MercadoLibre (Buy) - CFO Investor Call: Meeting Notes by New Street Research
- New Street: FTTH update: Proximus, KPN, and Orange compared - Proximus target price cut by New Street Research
- New Street: BT (BUY): Feedback from CFO meeting - encouraging comments by New Street Research
- New Street: MTN and Airtel Africa: Implications and thoughts on NCC audit by New Street Research
- New Street: Thai Mobile – Covid impact remains, stay cautious, Q3 20 review by New Street Research
- New Street: Liberty LatAm (Buy) - Rumoured bid interest in Telefonica assets by New Street Research
- New Street: Asian Tower Trends - Better quarter overall, stay positive; CY 3Q20 review by New Street Research
- New Street: TalkTalk: M&A multiples rising by New Street Research
- New Street: Chorus NZ (Buy): Initial UFB price-quality expenditure proposal by New Street Research
- New Street: Liberty LA (Buy) CFO Call: M&A in focus plus Costs, Capex and Covid by New Street Research
- New Street: Vodafone (BUY): KDG minority offer - constructive resolution (we hope) after 7 year wait by New Street Research
- New Street: Chinese Telcos – Outlook 2021 – Further cost pressure, Towers growth inflecting by New Street Research