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fst_emea / Equity
- New Street SK Telecom (Upgrade to Buy): 5G benefits showing and dividend upside potential by New Street Research
- New Street: MTN (Buy): MTN Nigeria - solid Q120 results despite challenging outlook by New Street Research
- New Street: Safaricom (Neutral, TP: KES36, -4%) m-Pesa ecosystem goes from strength to strength by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR140 +8%) Solid start to the FY22 year by New Street Research
- New Street: MTN (Buy, TP: ZAR130, +21%) MTN repatriates cash from Nigeria: HQ leverage becoming a side-show by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp118, +19%) Strong set of Q222 results by New Street Research
- New Street: MTN (Buy, TP: ZAR145, +7%) MTN Nigeria: Another record quarter for growth by New Street Research
- New Street: MTN (Buy) Nigerian banking license in the pipeline. Positive momentum set to continue by New Street Research
- New Street: IHS Towers (Buy, TP: $20, +300%) Our thoughts on Project Green by New Street Research
- New Street: MTN (Buy): Refinancing and dividend outlook given the challenges by New Street Research
- New Street: 5G update from Korea: demand remains strong despite Covid-19 by New Street Research
- New Street: African Fintech/Telcos Analysing mobile money profitability, returns and valuations across Africa by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp118 (from GBp110), +42%) Very strong Q221 results drives upgrades across the board by New Street Research
- New Street: MTN (Buy, TP: ZAR145, +7%) MTN Ghana: Strong results continue through Q321 by New Street Research
- New Street: VEON (Neutral, TP: US$2.60, +24%) Q321: Strong turnaround continues by New Street Research
- New Street: MTN (Buy, TP: ZAR145, +2%) MTN Q321: Strong quarter, and leverage falling again by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR150, +8%) Q1 23 Quick Take: Decent start to the year by New Street Research
- Helios Towers - Initiation. Buy. Price target GBp 140 by New Street Research