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fst_telco_latam / Equity
- New Street: Mexican Cable Capex mean reverting; MEGA to Reduce by New Street Research
- New Street: Millicom (Buy) Q4s - Buy-back positive, Guidance dropped (less positive), Colombian spectrum dispute to rumble by New Street Research
- New Street: MELI US (Buy, TP: $1,900, +37%) MercadoLibre - Investor Call with Strategy/IR; focus on Wallet and Credit book by New Street Research
- New Street: TEF (Buy, TP: EUR5.0, +28%) Telefonica Q2s: Quick Take: Guidance uplift, UK FTTH overlay raises risks by New Street Research
- New Street: PAGS US (Buy, TP: $66, +78%) PagSeguro - Pre-paid Interchange Risk Compounds CDI Pressure by New Street Research
- MEGA (Buy, TP: MXN65, +37%) TV (Neutral, TP: $7.0, +43%) AMX (Neutral, $21, +0%) Mexican Cable/FTTH - Total Play woes provide for (a little) breathing space by New Street Research
- New Street: New entrant in Colombia - AN UPDATE; bid confusion likely to be resolved by New Street Research
- New Street: TELCOS INTO FINTECH - Meeting notes with TIM Brasil (Buy) Head of Financial Services by New Street Research
- New Street: TV US (Neutral, TP: $12.5, -10%) Televisa Q2 outlook: Solid Ad, slowing Cable by New Street Research
- New Street: Millicom (Neutral, TP: $44, +10%) Millicom Q2s - Capex hiked, modest buy-back partly softens the blow by New Street Research
- New Street: MELI US (Buy, TP: $2,100, +35%) MercadoLibre Q3s Quick Take: Credit/Fintech Onward and Upward by New Street Research
- Mexican Cable/FTTH: Q3 outlook – Avoid the direct plays, but AMX looks compelling by New Street Research