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fst_telco_europe / Equity
- New Street: French Fibre JVs – more to come: good for Altice (Buy) leverage. Orange CMD capex guidance does not contain a nasty read-across on 5G by New Street Research
- New Street: BT (Buy): FTTP deep-dive – It giveth and it taketh away by New Street Research
- New Street: Further insight into 5G network planning with Three UK by New Street Research
- New Street: Sunrise (Upgrade to Buy): Survey suggests sustained operational momentum by New Street Research
- New Street: Early Covid-19 moves in Spain. And when a Growth stock is still Defensive; Masmovil (Buy) by New Street Research
- New Street: Belgian cable: Supportive infrastructure move by regulator by New Street Research
- New Street: W. Europe Mobile Tariff Tracker April 2020: Some French prices down, but some Swiss prices up by New Street Research
- New Street: Hellenic Telecom (OTE): Buy, TP: €19.0, +35% Q1 21: Significant Greek EBITDA trend change - Quick Take by New Street Research
- New Street: 5G Conference Review - Optimism on B2C and B2B monetisation by New Street Research
- New Street: Iliad (Buy, TP: €220, +85%) Iliad is buying back shares, you should too by New Street Research
- New Street: European 5G deep-dive Little anxiety about capex needs to meet capacity needs by New Street Research
- New Street: SK Telecom (Buy, TP: KRW390,000, +30%) Exploring the dividend potential post-spin by New Street Research
- New Street: KPN (Buy, TP: €3.5, +29%) Good mass-market SR trends, guidance reiterated - Quick Take by New Street Research
- New Street: Proximus (Neutral, TP: €19.0, +9%) Q3 21: Good numbers, EBITDA guidance raise - Quick Take by New Street Research
- New Street: BT (Buy, 235p, +49%) Was Neutral, 225p Upgrade to Buy: A more benign FTTP landscape now more likely by New Street Research
- New Street: OTE (Hellenic) (Buy, TP: €21.0, +39%) Q3 21: Good underlying trends, energy costs a drag - Quick Take by New Street Research
- New Street: Vantage Towers (Neutral, €32, +10%) H1 22 - Quick Take: RLFCF upgrade, but more to do further up the P&L by New Street Research
- New Street: European Telecoms and ESG Well placed today, could be even better tomorrow (KPN top-pick) by New Street Research
- New Street: EU Towers 3Q21: M&A coming back on the scene? by New Street Research
- New Street: Orange (Buy, TP: €15.0, +50%) Could benefit by 24% from M&A in Spain, France & the Towers space by New Street Research
- New Street: Vodafone (BUY): Negative sentiment gone too far by New Street Research
- New Street: European Telecom High Yield Initiation: The sector is in a good place by New Street Research
- Telenor (Buy, TP: NOK150, +13%) Q1 23: 7% group EBITDA growth ex energy and legacy drags by New Street Research
- Elisa (Neutral, TP: €56, +17%) Q2 23: In-line vs consensus, but B2B EBITDA negative y/y by New Street Research
- New Street: French Fibre JVs – more to come: good for Altice (Buy) leverage. Orange CMD capex guidance does not contain a nasty read-across on 5G by New Street Research
- New Street: BT (Buy): FTTP deep-dive – It giveth and it taketh away by New Street Research
- New Street: Further insight into 5G network planning with Three UK by New Street Research
- New Street TELECOM ITALIA: Huge boost to underlying cash generation by New Street Research
- New Street: How Softbank’s funding needs could affect Deutsche Telekom by New Street Research
- New Street: Euskaltel kicks off Spain Q1s: "Very slight" Covid impact, Dividend reiterated by New Street Research
- New Street: Deutsche Telekom (Buy): Should be core holding in a global telco portfolio by New Street Research
- New Street: NOS (Neutral, TP: €4.3, +47%) Q1 21: Solid quarter, but overhangs remain - Quick Take by New Street Research
- New Street: Elisa (Neutral, TP: €49.5, -5%) Q2 21: Excellent MSR growth, lagging EBITDA though by New Street Research
- New Street: Vodafone (Buy, 175p, +46%) Q1 results - A strong start to the year by New Street Research
- New Street: 1&1 (Buy, €36, +45%) United Internet (Neutral, €39, +11%) New Rakuten partnership and supportive Q2 results by New Street Research
- New Street: Global Weekly Review - A global laggard presents a clear opportunity by New Street Research
- New Street: Telecom Italia (Was Buy, €0.76 - now under review) Q3 Quick Take - Wireline pricing pressure still continuing by New Street Research
- New Street:Liberty Global (Buy, $41, +40%) UK Q3 details now out. Looking under the hood by New Street Research
- New Street: Inwit (Neutral, TP:€11.5, +19%) 3Q21: Tenancy growth remains weak by New Street Research
- New Street: BT (Buy, 230p, +38%) Feedback from BT Consumer CEO/ CFO meeting by New Street Research
- New Street: Vodafone (Buy, 175p, +56%) H1 21/22 Quick Take - Encouraging operating and growth trends by New Street Research
- New Street: Telecom Italia (Buy, €0.48, +45%) Bid from KKR on the way? Our take. by New Street Research
- New Street: European telecoms consolidation Is the holy grail within reach? by New Street Research
- New Street: BT (Buy, 235p, +24%) Altice on the register! What comes next? by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR140 (from ZAR117), +6%) Decent outlook, but not enough to drive a re-rating by New Street Research
- WLN (Buy, TP: EUR55, +48%) Worldline Q1 / Credit Agricole deal - European consolidation is coming by New Street Research
- CELLNEX: First deal in over 2 years - our take by New Street Research