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fst_telco_asia / Equity
- New Street: Malaysian mobile – Margins protected despite challenging top line, Q4 review by New Street Research
- New Street: KDDI (Buy) - Q4 19 results: Good Q4, guidance in line with consensus despite conservatism by New Street Research
- New Street: Tower Bersama (Buy, TP: IDR 3,100, +12%) Q4 20 - Strong despite slower tenancy adds by New Street Research
- New Street: NTT (Buy, TP: ¥3,400, +22%) Q4 20: Strong and positive guidance; another Japanese telco reports revenue growth above 5% by New Street Research
- New Street: Japanese mobile Why is ARPU guidance so stable? by New Street Research
- New Street: SK Telecom (Buy, TP: KRW400,000, +21%) Spin-off ratio finalised - remain positive by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,200, +51%) Q1 21: Good start to the year by New Street Research
- New Street: Rakuten (Reduce, TP: ¥880, -22%) Feedback from small group call with IR by New Street Research
- New Street: Indonesian Mobile Improving environment and Enterprise opportunity; Q2 21 review by New Street Research
- New Street: Thai Mobile Decent quarter but Covid not over, potential for consolidation; Q2 21 review by New Street Research
- New Street: Global EM Telcos Arguing against a bull market...in the middle of a bull market by New Street Research
- New Street: Indian Mobile Slightly slower quarter, strong performance from Bharti; Q2FY22 by New Street Research
- New Street: Protelindo (Sarana Menara) (Buy, TP: IDR1,900, +60%) Q3 21 Quick take: ARP/Tenant improves again by New Street Research
- New Street: Indonesian Mobile Improvements continue, stay positive; Q3 21 review by New Street Research
- Vodafone IDEA (Reduce, TP: INR5, -64%) Vodafone IDEA - Re-animator? Stock has doubled suggesting it is reviving, but is it? by New Street Research
- Global EM Telcos & Towers Introducing the NSR Global EM Telco & Towers Compounders by New Street Research
- New Street: Asian telcos: Navigating Covid-19. Buy Japanese, Korean telcos & China Tower by New Street Research
- New Street: Jio Platforms Thoughts on Jio's Q4 FY21; likely the 3rd quarter in a row when Bharti has taken share by New Street Research
- New Street: Indonesian Towers Is Mitratel's IPO a threat or opportunity? Raise PT's for both Protelindo and TBIG by New Street Research
- New Street: Indian mobile Implications of 3.5GHz 5G auction; positive Bharti, negative VIL and Indus by New Street Research
- New Street: Japanese Mobile MIC Survey indicates the price war is over by New Street Research
- New Street: Mercari (Buy, TP: ¥9,000, +70%) Strong upward guidance revision suggests jump in Q4 profitability and is positive signal for medium term by New Street Research
- New Street: Indian Mobile What's Bharti worth if VI files for bankruptcy? by New Street Research
- New Street: Indosat (u/r) Feedback from small group call with IR by New Street Research
- New Street: Asian Tower Trends CY2Q21: Good quarter overall, stay Bullish on Indonesian towers by New Street Research
- New Street: Korean 5G update: Momentum continues almost 3 years post launch by New Street Research
- New Street: Asian Telcos Primer History, structure and outlook for each Asian Telco market explained by New Street Research
- New Street: Telenor (Neutral, TP: NOK170, +19%) Second deal in Asia, looks very cheap on multiples by New Street Research
- New Street: SingTel (Buy, TP: S$4.4, +79%) Optus acquires 2x25MHz of 900 MHz at a reasonable price; overall positive by New Street Research
- New Street: Indian Mobile: Google buys a stake in Bharti by New Street Research
- VEON (Buy, TP: US$40/ADR, +102%) Model Update post guidance upgrade; target price lifted to USD 40 by New Street Research